+133.9%
VTR vs HAS
+49.2%
+84.7%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.9% |
| 7D | -1.7% | -1.8% | +0.1% | -1.5% |
| 30D | -2.4% | +2.3% | -4.7% | -2.7% |
| 3M | +14.8% | +10.4% | +4.4% | +13.4% |
| 6M | +5.3% | -3.2% | +8.6% | +5.4% |
| YTD | +18.1% | +15.4% | +2.7% | +15.8% |
| 1Y | +36.7% | +18.8% | +17.9% | +33.4% |
| All | +133.9% | +49.2% | +84.7% | +116.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling