-1.4%
VCIT vs HAS
+58.1%
-59.4%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.1% |
| 7D | -1.4% | +1.4% | -2.8% | -1.5% |
| 30D | +0.6% | +26.3% | -25.7% | 0.0% |
| 3M | -2.2% | +25.6% | -27.8% | -2.8% |
| 6M | -2.3% | +30.3% | -32.6% | -3.1% |
| YTD | -2.2% | +50.4% | -52.5% | -4.1% |
| 1Y | -1.4% | +57.7% | -59.1% | -3.7% |
| All | -1.4% | +58.1% | -59.4% | -3.7% |
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