+132.4%
VTR vs HAS
+204.3%
-71.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.7% |
| 7D | +3.2% | +2.2% | +1.0% | +3.0% |
| 30D | +9.1% | +29.6% | -20.5% | +6.2% |
| 3M | -3.6% | +30.3% | -33.8% | -6.2% |
| 6M | +3.8% | +25.6% | -21.8% | +1.2% |
| YTD | +17.8% | +50.8% | -33.0% | +12.4% |
| 1Y | +20.5% | +63.0% | -42.5% | +13.9% |
| 3Y | +132.4% | +211.6% | -79.2% | +82.9% |
| All | +132.4% | +204.3% | -71.9% | +82.9% |
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