+63.2%
HAS vs VLTO
+21.6%
+41.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.7% |
| 7D | +2.0% | +1.5% | +0.5% | +1.6% |
| 30D | +30.9% | +20.9% | +10.0% | +24.2% |
| 3M | +28.8% | +21.4% | +7.4% | +22.0% |
| 6M | +32.3% | +37.6% | -5.2% | +21.1% |
| YTD | +54.7% | +19.5% | +35.1% | +46.9% |
| 1Y | +63.2% | +22.0% | +41.2% | +53.8% |
| All | +63.2% | +21.6% | +41.7% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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