+124.0%
VRSK vs HAS
+61.8%
+62.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.1% |
| 7D | -5.2% | -1.1% | -4.1% | -5.0% |
| 30D | -2.3% | -2.8% | +0.5% | -1.8% |
| 3M | -2.9% | +10.1% | -13.0% | -4.9% |
| 6M | -12.8% | -1.4% | -11.4% | -13.1% |
| YTD | -20.8% | +14.2% | -35.0% | -23.8% |
| 1Y | -33.2% | +18.2% | -51.4% | -36.4% |
| 3Y | -26.6% | +48.6% | -75.2% | -35.1% |
| 5Y | -11.3% | +14.2% | -25.5% | -17.4% |
| All | +124.0% | +61.8% | +62.2% | +82.0% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling