+1,020.8%
HAS vs VIG
+630.3%
+390.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.1% |
| 7D | -0.2% | -1.8% | +1.6% | +1.6% |
| 30D | +31.0% | +2.7% | +28.4% | +27.7% |
| 3M | +30.7% | 0.0% | +30.7% | +30.8% |
| 6M | +23.9% | +6.8% | +17.2% | +16.0% |
| YTD | +48.3% | +12.1% | +36.2% | +32.6% |
| 1Y | +60.2% | +14.8% | +45.4% | +39.9% |
| 3Y | +189.2% | +62.4% | +126.8% | +80.7% |
| 5Y | +50.4% | +59.6% | -9.1% | -3.8% |
| 10Y | +104.2% | +261.5% | -157.3% | -39.0% |
| All | +1,020.8% | +630.3% | +390.5% | +74.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling