+619.5%
VRT vs HAS
+44.2%
+575.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.9% | +4.5% |
| 7D | +9.1% | -1.8% | +10.9% | +9.8% |
| 30D | +0.9% | +2.3% | -1.3% | 0.0% |
| 3M | -13.4% | +10.4% | -23.7% | -16.9% |
| 6M | +11.7% | -3.2% | +14.9% | +12.0% |
| YTD | +73.2% | +15.4% | +57.8% | +62.8% |
| 1Y | +123.4% | +18.8% | +104.6% | +107.4% |
| All | +619.5% | +44.2% | +575.3% | +422.1% |
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