+117.3%
HAS vs VLTO
+54.1%
+63.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.5% |
| 7D | 0.0% | +12.0% | -12.0% | -5.5% |
| 30D | +31.3% | +20.8% | +10.5% | +19.5% |
| 3M | +32.1% | +20.1% | +12.0% | +20.5% |
| 6M | +28.1% | +32.6% | -4.5% | +10.6% |
| YTD | +49.1% | +17.3% | +31.8% | +37.1% |
| 1Y | +60.5% | +17.3% | +43.2% | +47.2% |
| 3Y | +183.9% | +66.9% | +117.0% | +125.7% |
| All | +117.3% | +54.1% | +63.2% | +75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling