+50.2%
HAS vs VO
+37.2%
+13.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.2% |
| 7D | +1.6% | +2.9% | -1.3% | -1.2% |
| 30D | +26.6% | +1.0% | +25.6% | +25.4% |
| 3M | +29.0% | -1.7% | +30.7% | +31.2% |
| 6M | +30.6% | +6.7% | +23.9% | +22.2% |
| YTD | +51.5% | +14.0% | +37.5% | +33.0% |
| 1Y | +58.5% | +13.7% | +44.8% | +39.5% |
| 3Y | +214.1% | +65.8% | +148.3% | +95.0% |
| 5Y | +50.2% | +36.6% | +13.6% | +5.8% |
| All | +50.2% | +37.2% | +13.1% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling