+63.2%
HAS vs VIG
+17.7%
+45.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +0.9% |
| 7D | +2.0% | -0.3% | +2.3% | +2.4% |
| 30D | +30.9% | +4.9% | +26.0% | +23.1% |
| 3M | +28.8% | +2.9% | +25.8% | +24.0% |
| 6M | +32.3% | +11.2% | +21.1% | +15.3% |
| YTD | +54.7% | +16.0% | +38.7% | +26.7% |
| 1Y | +63.2% | +17.0% | +46.3% | +32.6% |
| All | +63.2% | +17.7% | +45.5% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling