+34.3%
VTR vs HAS
+16.0%
+18.3%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | -0.5% |
| 7D | -2.9% | -4.8% | +1.9% | -2.8% |
| 30D | -2.8% | -5.1% | +2.3% | -2.7% |
| 3M | +9.0% | +6.4% | +2.6% | +8.7% |
| 6M | +5.0% | -5.6% | +10.6% | +4.7% |
| YTD | +16.9% | +11.0% | +6.0% | +19.1% |
| 1Y | +34.3% | +16.8% | +17.5% | +38.3% |
| All | +34.3% | +16.0% | +18.3% | +38.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling