+6.8%
VRT vs HAS
+61.8%
-55.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.7% | +7.9% | +9.3% |
| 7D | -10.6% | +2.2% | -12.8% | -10.9% |
| 30D | -17.4% | +29.6% | -47.0% | -21.9% |
| 3M | -26.4% | +30.3% | -56.7% | -30.6% |
| 6M | -41.0% | +25.6% | -66.6% | -43.5% |
| YTD | +23.8% | +50.8% | -27.0% | +11.3% |
| All | +6.8% | +61.8% | -55.0% | -2.9% |
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