+33,533.0%
VLO vs HAS
+4,652.9%
+28,880.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.8% | -1.2% |
| 7D | -13.3% | -0.2% | -13.2% | -13.3% |
| 30D | -18.3% | +31.0% | -49.3% | -24.0% |
| 3M | +14.3% | +30.7% | -16.3% | +6.3% |
| 6M | +47.6% | +23.9% | +23.7% | +38.4% |
| YTD | +116.0% | +48.3% | +67.7% | +91.5% |
| 1Y | +101.0% | +60.2% | +40.8% | +74.5% |
| 3Y | +199.0% | +189.2% | +9.8% | +118.6% |
| 5Y | +419.0% | +50.4% | +368.6% | +339.2% |
| 10Y | +778.2% | +104.2% | +674.0% | +561.8% |
| All | +33,533.0% | +4,652.9% | +28,880.1% | +13,153.9% |
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 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