+1,678.9%
VRT vs HAS
+61.4%
+1,617.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -1.7% | -12.3% | -13.3% |
| 7D | -28.1% | 0.0% | -28.1% | -28.2% |
| 30D | -30.2% | +31.3% | -61.5% | -38.1% |
| 3M | -36.4% | +32.1% | -68.5% | -43.8% |
| 6M | -48.2% | +28.1% | -76.3% | -54.1% |
| YTD | +9.2% | +49.1% | -39.9% | -9.7% |
| 1Y | -7.2% | +60.5% | -67.8% | -25.7% |
| 3Y | +338.7% | +183.9% | +154.8% | +164.2% |
| 5Y | +542.8% | +51.2% | +491.6% | +405.7% |
| All | +1,678.9% | +61.4% | +1,617.5% | +1,092.9% |
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 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