-25.8%
VRSK vs HAS
+43.5%
-69.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.9% | +1.5% |
| 7D | -5.4% | -4.8% | -0.6% | -5.3% |
| 30D | -1.8% | -5.1% | +3.4% | -1.6% |
| 3M | -2.2% | +6.4% | -8.6% | -2.3% |
| 6M | -14.9% | -5.6% | -9.3% | -14.7% |
| YTD | -20.0% | +11.0% | -31.0% | -20.7% |
| 1Y | -33.1% | +16.8% | -49.9% | -33.9% |
| All | -25.8% | +43.5% | -69.3% | -29.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling