+103.5%
V vs HAS
+51.6%
+51.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | +0.6% | +3.3% | -2.6% | 0.0% |
| 30D | +9.7% | +30.5% | -20.8% | +3.8% |
| 3M | +17.3% | +29.9% | -12.6% | +11.1% |
| 6M | +33.2% | +26.5% | +6.7% | +26.4% |
| YTD | +21.3% | +51.9% | -30.6% | +10.4% |
| 1Y | +27.3% | +60.9% | -33.6% | +14.4% |
| 3Y | +76.1% | +215.0% | -138.9% | +31.6% |
| 5Y | +103.5% | +51.5% | +52.0% | +98.6% |
| All | +103.5% | +51.6% | +51.9% | +98.6% |
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