+134.7%
VGT vs HAS
+10.2%
+124.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.6% |
| 7D | +1.8% | -3.1% | +4.9% | +2.8% |
| 30D | -0.3% | -2.7% | +2.4% | +0.4% |
| 3M | +3.4% | +8.9% | -5.6% | +0.1% |
| 6M | +35.0% | -2.9% | +37.9% | +34.8% |
| YTD | +28.8% | +12.6% | +16.1% | +21.7% |
| 1Y | +38.0% | +17.5% | +20.5% | +28.2% |
| 3Y | +125.8% | +46.2% | +79.6% | +90.9% |
| 5Y | +134.7% | +12.6% | +122.2% | +135.9% |
| All | +134.7% | +10.2% | +124.5% | +135.9% |
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 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