+23.6%
VRT vs HAS
+58.1%
-34.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -3.5% |
| 7D | +10.5% | +1.4% | +9.1% | +10.2% |
| 30D | -9.3% | +26.3% | -35.6% | -13.7% |
| 3M | -29.6% | +25.6% | -55.2% | -32.9% |
| 6M | -45.4% | +30.3% | -75.6% | -48.5% |
| YTD | +24.8% | +50.4% | -25.5% | +12.7% |
| 1Y | +23.6% | +57.7% | -34.1% | +8.6% |
| All | +23.6% | +58.1% | -34.5% | +8.6% |
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 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