+960.3%
VTI vs HAS
+1,149.9%
-189.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | +0.1% | -1.8% | +1.9% | +0.7% |
| 30D | 0.0% | +2.3% | -2.2% | -0.8% |
| 3M | +2.0% | +10.4% | -8.4% | -1.7% |
| 6M | +13.0% | -3.2% | +16.2% | +13.0% |
| YTD | +13.9% | +15.4% | -1.5% | +7.1% |
| 1Y | +20.0% | +18.8% | +1.2% | +11.5% |
| 3Y | +75.8% | +43.9% | +31.9% | +48.1% |
| 5Y | +73.8% | +13.9% | +60.0% | +55.6% |
| 10Y | +297.5% | +56.4% | +241.1% | +189.1% |
| All | +960.3% | +1,149.9% | -189.5% | +223.7% |
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 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