+211.6%
HAS vs VSXY
+522.0%
-310.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.1% | -3.4% | +1.1% |
| 7D | +2.2% | +15.2% | -13.0% | +0.6% |
| 30D | +29.6% | +37.0% | -7.4% | +25.0% |
| 3M | +30.3% | +15.2% | +15.1% | +27.7% |
| 6M | +25.6% | +136.3% | -110.7% | +11.4% |
| YTD | +50.8% | +109.6% | -58.7% | +34.8% |
| 1Y | +63.0% | +223.7% | -160.7% | +35.7% |
| 3Y | +211.6% | +516.3% | -304.7% | +117.9% |
| All | +211.6% | +522.0% | -310.5% | +117.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 3y: compounded portfolio wealth divided by compounded VSXY 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…
3y analysis · Full analysis span regression · 6 months rolling