+103.3%
VLO vs HAS
+61.8%
+41.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +3.1% |
| 7D | -6.5% | +2.2% | -8.6% | -6.3% |
| 30D | -17.8% | +29.6% | -47.3% | -15.9% |
| 3M | +19.6% | +30.3% | -10.7% | +22.0% |
| 6M | +49.3% | +25.6% | +23.7% | +52.4% |
| YTD | +122.4% | +50.8% | +71.6% | +122.5% |
| All | +103.3% | +61.8% | +41.5% | +107.4% |
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 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