+518.6%
RVMD vs HRB
+25.2%
+493.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.1% |
| 7D | -3.6% | -12.2% | +8.6% | -2.8% |
| 30D | -1.1% | -3.0% | +1.9% | -1.1% |
| 3M | +41.0% | +21.7% | +19.3% | +37.7% |
| 6M | +105.7% | +52.3% | +53.4% | +95.9% |
| YTD | +155.3% | +6.5% | +148.8% | +156.7% |
| 1Y | +402.7% | -6.7% | +409.4% | +417.6% |
| All | +518.6% | +25.2% | +493.4% | +423.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HRB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling