+2,723.0%
VRT vs HAS
+25.0%
+2,698.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.9% | +4.6% |
| 7D | +9.1% | -1.8% | +10.9% | +9.9% |
| 30D | +0.9% | +2.3% | -1.3% | -0.2% |
| 3M | -13.4% | +10.4% | -23.7% | -17.6% |
| 6M | +11.7% | -3.2% | +14.9% | +12.0% |
| YTD | +73.2% | +15.4% | +57.8% | +60.5% |
| 1Y | +123.4% | +18.8% | +104.6% | +103.9% |
| 3Y | +606.2% | +43.9% | +562.2% | +472.9% |
| 5Y | +899.9% | +13.9% | +886.0% | +788.7% |
| All | +2,723.0% | +25.0% | +2,698.1% | +2,020.8% |
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