+2,088.6%
VGT vs HAS
+1,076.7%
+1,011.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.5% | +2.6% |
| 7D | -1.6% | +2.2% | -3.8% | -2.3% |
| 30D | -12.5% | +29.6% | -42.1% | -20.4% |
| 3M | -7.7% | +30.3% | -38.0% | -16.4% |
| 6M | -0.2% | +25.6% | -25.8% | -9.1% |
| YTD | +19.3% | +50.8% | -31.6% | +0.9% |
| 1Y | +18.2% | +63.0% | -44.8% | -2.9% |
| 3Y | +109.6% | +211.6% | -101.9% | +31.6% |
| 5Y | +105.5% | +50.4% | +55.1% | +65.7% |
| 10Y | +716.4% | +101.9% | +614.5% | +432.9% |
| All | +2,088.6% | +1,076.7% | +1,011.9% | +537.2% |
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