+26.0%
V vs HAS
+60.2%
-34.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.4% | +0.3% |
| 7D | +0.8% | +3.3% | -2.5% | +0.3% |
| 30D | +9.9% | +30.5% | -20.6% | +5.1% |
| 3M | +17.5% | +29.9% | -12.4% | +12.3% |
| 6M | +33.5% | +26.5% | +6.9% | +28.4% |
| YTD | +21.6% | +51.9% | -30.4% | +8.8% |
| All | +26.0% | +60.2% | -34.2% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 1y: compounded portfolio wealth divided by compounded HAS 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…
1y analysis · Full analysis span regression · 6 months rolling