+2,122.6%
VGT vs HAS
+1,106.8%
+1,015.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.8% | +1.1% | +2.3% |
| 7D | -1.6% | +2.0% | -3.6% | -2.2% |
| 30D | -10.1% | +30.9% | -41.0% | -18.5% |
| 3M | -5.3% | +28.8% | -34.0% | -13.8% |
| 6M | +0.2% | +32.3% | -32.1% | -10.3% |
| YTD | +21.1% | +54.7% | -33.6% | +1.6% |
| 1Y | +18.2% | +63.2% | -45.1% | -2.9% |
| 3Y | +107.4% | +220.7% | -113.3% | +28.9% |
| 5Y | +111.5% | +53.3% | +58.2% | +69.4% |
| 10Y | +735.5% | +104.2% | +631.3% | +443.7% |
| All | +2,122.6% | +1,106.8% | +1,015.7% | +541.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling