+53.4%
VT vs HAS
+52.6%
+0.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.4% | -3.7% |
| 7D | -4.2% | 0.0% | -4.1% | -4.2% |
| 30D | -5.8% | +31.3% | -37.1% | -11.8% |
| 3M | -5.2% | +32.1% | -37.4% | -11.6% |
| 6M | +0.1% | +28.1% | -28.0% | -6.2% |
| YTD | +8.2% | +49.1% | -40.9% | -3.0% |
| 1Y | +10.1% | +60.5% | -50.4% | -3.2% |
| 3Y | +69.7% | +183.9% | -114.2% | +24.5% |
| 5Y | +53.4% | +51.2% | +2.2% | +40.5% |
| All | +53.4% | +52.6% | +0.8% | +40.5% |
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