+605.1%
RVMD vs HSY
+29.3%
+575.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -3.0% | +0.1% | -3.1% | -3.0% |
| 30D | -0.7% | -5.2% | +4.5% | +0.4% |
| 3M | +36.5% | -3.4% | +40.0% | +37.1% |
| 6M | +104.6% | -19.2% | +123.8% | +114.0% |
| YTD | +155.8% | -2.6% | +158.5% | +153.2% |
| 1Y | +340.7% | -3.8% | +344.5% | +336.6% |
| 3Y | +519.9% | -10.6% | +530.6% | +519.7% |
| 5Y | +584.9% | +12.3% | +572.6% | +501.3% |
| All | +605.1% | +29.3% | +575.7% | +487.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 10y: compounded portfolio wealth divided by compounded HSY 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…
10y analysis · Full analysis span regression · 6 months rolling