+109.0%
VSH vs HAS
+16.8%
+92.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.4% |
| 7D | +6.2% | -3.1% | +9.3% | +7.1% |
| 30D | -11.1% | -2.7% | -8.4% | -10.6% |
| 3M | -44.9% | +8.9% | -53.8% | -47.0% |
| 6M | +90.0% | -2.9% | +92.9% | +85.3% |
| YTD | +118.8% | +12.6% | +106.2% | +83.6% |
| 1Y | +109.0% | +17.5% | +91.5% | +61.7% |
| All | +109.0% | +16.8% | +92.1% | +61.7% |
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