+63.4%
VSH vs HAS
+66.3%
-3.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +3.1% | -8.1% | -5.4% |
| 7D | -13.6% | +2.4% | -16.1% | -13.8% |
| 30D | -30.4% | +31.6% | -62.0% | -32.7% |
| 3M | -33.3% | +33.9% | -67.1% | -35.8% |
| 6M | -15.1% | +31.4% | -46.5% | -19.9% |
| YTD | +80.2% | +51.6% | +28.6% | +46.6% |
| 1Y | +63.4% | +65.2% | -1.8% | +17.6% |
| All | +63.4% | +66.3% | -3.0% | +17.6% |
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