+99.1%
V vs HAS
+50.4%
+48.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +2.2% | -0.2% | +2.3% | +2.2% |
| 30D | +13.6% | +31.0% | -17.4% | +7.4% |
| 3M | +14.3% | +30.7% | -16.4% | +8.1% |
| 6M | +33.1% | +23.9% | +9.2% | +26.9% |
| YTD | +21.2% | +48.3% | -27.1% | +10.8% |
| 1Y | +26.4% | +60.2% | -33.8% | +13.7% |
| 3Y | +77.6% | +189.2% | -111.6% | +35.7% |
| All | +99.1% | +50.4% | +48.7% | +94.2% |
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