+261.2%
HAS vs VOO
+817.1%
-555.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | +2.3% | +0.1% | +2.2% | +2.2% |
| 3M | +10.4% | +2.0% | +8.4% | +8.1% |
| 6M | -3.2% | +13.0% | -16.3% | -13.9% |
| YTD | +15.4% | +13.6% | +1.8% | +2.3% |
| 1Y | +18.8% | +20.1% | -1.3% | 0.0% |
| 3Y | +43.9% | +77.6% | -33.6% | -15.4% |
| 5Y | +13.9% | +82.4% | -68.5% | -34.9% |
| 10Y | +56.4% | +316.8% | -260.4% | -56.6% |
| All | +261.2% | +817.1% | -555.9% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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