+588.9%
RVMD vs HRB
+114.1%
+474.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -3.0% | -8.0% | +5.1% | -2.0% |
| 30D | -0.7% | -16.0% | +15.2% | +1.4% |
| 3M | +36.5% | +26.9% | +9.7% | +30.6% |
| 6M | +104.6% | +51.1% | +53.5% | +89.2% |
| YTD | +155.8% | +7.1% | +148.8% | +152.2% |
| 1Y | +340.7% | -9.6% | +350.3% | +349.6% |
| 3Y | +519.9% | +25.4% | +494.5% | +470.2% |
| All | +588.9% | +114.1% | +474.8% | +519.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling