+50.0%
VG vs HAS
+59.5%
-9.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | -0.1% |
| 7D | -22.0% | -0.2% | -21.9% | -22.0% |
| 30D | -11.6% | +31.0% | -42.7% | -3.6% |
| 3M | -14.9% | +30.7% | -45.5% | -7.2% |
| 6M | -3.5% | +23.9% | -27.4% | +5.3% |
| YTD | +70.0% | +48.3% | +21.7% | +87.4% |
| 1Y | +50.0% | +60.2% | -10.2% | +58.3% |
| All | +50.0% | +59.5% | -9.5% | +58.3% |
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