+13.8%
VRT vs HAS
+66.3%
-52.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.1% | -16.0% | -13.4% |
| 7D | -15.4% | +2.4% | -17.8% | -15.8% |
| 30D | -19.0% | +31.6% | -50.6% | -24.0% |
| 3M | -23.8% | +33.9% | -57.7% | -29.1% |
| 6M | -37.9% | +31.4% | -69.3% | -42.0% |
| YTD | +27.0% | +51.6% | -24.7% | +10.7% |
| 1Y | +13.8% | +65.2% | -51.4% | -3.9% |
| All | +13.8% | +66.3% | -52.5% | -3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling