+213.4%
HAS vs VIG
+67.2%
+146.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +1.4% | +3.5% | -2.1% | -2.8% |
| 30D | +26.3% | +4.9% | +21.3% | +18.9% |
| 3M | +25.6% | +2.5% | +23.1% | +21.7% |
| 6M | +30.3% | +11.0% | +19.2% | +14.2% |
| YTD | +50.4% | +16.0% | +34.4% | +24.9% |
| 1Y | +57.7% | +17.5% | +40.2% | +28.9% |
| 3Y | +213.4% | +67.0% | +146.4% | +41.0% |
| All | +213.4% | +67.2% | +146.2% | +41.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling