+7.4%
VNQ vs HAS
+54.3%
-46.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.5% |
| 7D | -1.0% | +2.0% | -3.0% | -1.5% |
| 30D | +6.2% | +30.9% | -24.7% | -1.0% |
| 3M | +1.5% | +28.8% | -27.2% | -5.0% |
| 6M | +2.1% | +32.3% | -30.2% | -5.5% |
| YTD | +12.8% | +54.7% | -41.9% | -0.6% |
| 1Y | +10.4% | +63.2% | -52.8% | -4.2% |
| 3Y | +44.4% | +220.7% | -176.3% | -0.3% |
| 5Y | +7.4% | +53.3% | -45.9% | -5.6% |
| All | +7.4% | +54.3% | -46.9% | -5.6% |
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