+364.1%
HAS vs VOO
+777.9%
-413.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.8% |
| 7D | -0.2% | -2.7% | +2.6% | +2.3% |
| 30D | +31.0% | -5.4% | +36.4% | +37.6% |
| 3M | +30.7% | -4.1% | +34.7% | +35.4% |
| 6M | +23.9% | +0.7% | +23.2% | +22.3% |
| YTD | +48.3% | +8.7% | +39.6% | +36.5% |
| 1Y | +60.2% | +11.0% | +49.3% | +44.7% |
| 3Y | +189.2% | +75.5% | +113.8% | +71.4% |
| 5Y | +50.4% | +68.4% | -17.9% | -7.6% |
| 10Y | +104.2% | +315.7% | -211.5% | -43.1% |
| All | +364.1% | +777.9% | -413.7% | -31.8% |
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