+19.9%
VGT vs HAS
+66.3%
-46.4%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.8% | 0.0% |
| 7D | -6.5% | +2.4% | -8.9% | -6.7% |
| 30D | -10.6% | +31.6% | -42.2% | -12.6% |
| 3M | -3.7% | +33.9% | -37.6% | -6.2% |
| 6M | +10.4% | +31.4% | -21.1% | +7.1% |
| YTD | +23.1% | +51.6% | -28.6% | +14.3% |
| 1Y | +19.9% | +65.2% | -45.3% | +7.9% |
| All | +19.9% | +66.3% | -46.4% | +7.9% |
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