+617.9%
VRSK vs HAS
+476.6%
+141.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.4% |
| 7D | -3.1% | -1.8% | -1.3% | -2.7% |
| 30D | -1.6% | +2.3% | -3.8% | -2.1% |
| 3M | +3.5% | +10.4% | -6.9% | +1.1% |
| 6M | -13.4% | -3.2% | -10.1% | -13.4% |
| YTD | -16.5% | +15.4% | -31.9% | -20.0% |
| 1Y | -30.6% | +18.8% | -49.4% | -34.1% |
| 3Y | -21.9% | +43.9% | -65.8% | -30.8% |
| 5Y | -6.3% | +13.9% | -20.2% | -13.4% |
| 10Y | +133.1% | +56.4% | +76.7% | +83.4% |
| All | +617.9% | +476.6% | +141.3% | +298.8% |
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