+1,421.9%
VSH vs HAS
+4,755.6%
-3,333.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.0% | -2.6% | -3.8% |
| 7D | +26.2% | +1.6% | +24.6% | +25.6% |
| 30D | -12.5% | +26.6% | -39.1% | -20.3% |
| 3M | -16.9% | +29.0% | -45.9% | -25.1% |
| 6M | -17.0% | +30.6% | -47.5% | -26.4% |
| YTD | +93.8% | +51.5% | +42.3% | +61.2% |
| 1Y | +99.3% | +58.5% | +40.9% | +63.0% |
| 3Y | +35.0% | +214.1% | -179.1% | -14.7% |
| 5Y | +45.8% | +50.2% | -4.4% | +18.5% |
| 10Y | +127.1% | +100.0% | +27.1% | +56.8% |
| All | +1,421.9% | +4,755.6% | -3,333.8% | +302.6% |
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 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