+51.2%
HAS vs VT
+53.2%
-2.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.4% | +2.3% |
| 7D | 0.0% | -4.2% | +4.1% | +4.1% |
| 30D | +31.3% | -5.8% | +37.1% | +39.0% |
| 3M | +32.1% | -5.2% | +37.4% | +38.9% |
| 6M | +28.1% | +0.1% | +28.0% | +26.8% |
| YTD | +49.1% | +8.2% | +40.9% | +36.2% |
| 1Y | +60.5% | +10.1% | +50.4% | +44.0% |
| 3Y | +183.9% | +69.7% | +114.2% | +64.8% |
| 5Y | +51.2% | +53.4% | -2.2% | -5.7% |
| All | +51.2% | +53.2% | -2.0% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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