+88.7%
VTR vs HAS
+10.2%
+78.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | 0.0% |
| 7D | -2.4% | -3.1% | +0.7% | -1.8% |
| 30D | -3.7% | -2.7% | -1.0% | -3.3% |
| 3M | +13.5% | +8.9% | +4.6% | +11.4% |
| 6M | +7.2% | -2.9% | +10.1% | +7.2% |
| YTD | +17.6% | +12.6% | +4.9% | +13.8% |
| 1Y | +35.4% | +17.5% | +17.9% | +29.7% |
| 3Y | +132.8% | +46.2% | +86.6% | +107.6% |
| 5Y | +88.7% | +12.6% | +76.1% | +77.6% |
| All | +88.7% | +10.2% | +78.5% | +77.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling