+3.5%
VCIT vs HAS
+50.4%
-47.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | +1.9% | +31.0% | -29.1% | +0.8% |
| 3M | -1.4% | +30.7% | -32.1% | -2.5% |
| 6M | -2.1% | +23.9% | -26.0% | -3.1% |
| YTD | -1.6% | +48.3% | -49.9% | -3.4% |
| 1Y | -0.9% | +60.2% | -61.1% | -3.1% |
| 3Y | +20.0% | +189.2% | -169.2% | +13.7% |
| All | +3.5% | +50.4% | -47.0% | +1.0% |
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