+18.8%
HAS vs VO
+15.8%
+3.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.3% |
| 7D | -1.8% | -0.3% | -1.5% | -1.6% |
| 30D | +2.3% | -0.3% | +2.6% | +2.6% |
| 3M | +10.4% | +2.9% | +7.4% | +7.2% |
| 6M | -3.2% | +9.3% | -12.6% | -12.0% |
| YTD | +15.4% | +14.2% | +1.2% | 0.0% |
| 1Y | +18.8% | +15.3% | +3.5% | +0.3% |
| All | +18.8% | +15.8% | +3.0% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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