+39.9%
VSH vs HAS
+48.2%
-8.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.4% | -3.8% |
| 7D | +14.3% | +1.4% | +13.0% | +13.8% |
| 30D | -7.9% | +26.3% | -34.1% | -17.7% |
| 3M | -19.9% | +25.6% | -45.5% | -28.5% |
| 6M | -30.5% | +30.3% | -60.8% | -40.1% |
| YTD | +85.7% | +50.4% | +35.3% | +46.4% |
| 1Y | +98.9% | +57.7% | +41.2% | +52.9% |
| 3Y | +32.1% | +213.4% | -181.3% | -25.8% |
| All | +39.9% | +48.2% | -8.4% | +10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling