+105.8%
V vs HAS
+49.5%
+56.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -0.8% |
| 7D | -0.4% | +1.6% | -2.0% | -0.7% |
| 30D | +6.3% | +26.6% | -20.3% | +1.2% |
| 3M | +17.2% | +29.0% | -11.8% | +11.1% |
| 6M | +29.2% | +30.6% | -1.3% | +21.9% |
| YTD | +20.8% | +51.5% | -30.7% | +9.9% |
| 1Y | +25.0% | +58.5% | -33.5% | +12.7% |
| 3Y | +75.3% | +214.1% | -138.8% | +31.0% |
| 5Y | +105.8% | +50.2% | +55.6% | +101.8% |
| All | +105.8% | +49.5% | +56.3% | +101.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling