+943.1%
VTI vs HAS
+1,540.9%
-597.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | +0.2% |
| 7D | +3.4% | +1.6% | +1.7% | +2.8% |
| 30D | -2.3% | +26.6% | -28.9% | -9.8% |
| 3M | -2.2% | +29.0% | -31.1% | -10.3% |
| 6M | +3.3% | +30.6% | -27.3% | -6.4% |
| YTD | +12.1% | +51.5% | -39.4% | -4.0% |
| 1Y | +12.2% | +58.5% | -46.3% | -5.4% |
| 3Y | +78.0% | +214.1% | -136.1% | +15.4% |
| 5Y | +65.2% | +50.2% | +15.0% | +34.8% |
| 10Y | +292.2% | +100.0% | +192.1% | +163.0% |
| All | +943.1% | +1,540.9% | -597.8% | +190.2% |
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