+934.5%
VTI vs HAS
+1,545.5%
-611.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -0.4% | +3.3% | -3.7% | -1.5% |
| 30D | -3.2% | +30.5% | -33.8% | -11.6% |
| 3M | -2.9% | +29.9% | -32.8% | -11.3% |
| 6M | +2.4% | +26.5% | -24.2% | -6.2% |
| YTD | +11.2% | +51.9% | -40.8% | -4.8% |
| 1Y | +11.6% | +60.9% | -49.3% | -6.4% |
| 3Y | +76.6% | +215.0% | -138.4% | +14.4% |
| 5Y | +65.3% | +51.5% | +13.8% | +34.4% |
| 10Y | +289.1% | +102.2% | +186.8% | +159.9% |
| All | +934.5% | +1,545.5% | -611.0% | +187.6% |
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