+367.1%
VT vs HAS
+475.4%
-108.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +0.7% |
| 7D | -0.3% | +2.4% | -2.7% | -1.1% |
| 30D | -1.4% | +31.6% | -33.0% | -10.3% |
| 3M | -1.4% | +33.9% | -35.2% | -10.9% |
| 6M | +5.5% | +31.4% | -26.0% | -4.7% |
| YTD | +12.8% | +51.6% | -38.8% | -3.5% |
| 1Y | +15.4% | +65.2% | -49.7% | -4.2% |
| 3Y | +76.9% | +188.7% | -111.8% | +16.9% |
| 5Y | +60.4% | +55.7% | +4.7% | +28.8% |
| 10Y | +232.8% | +108.8% | +124.0% | +111.1% |
| All | +367.1% | +475.4% | -108.3% | +51.4% |
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