+1,476.9%
VTR vs HAS
+1,413.2%
+63.7%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.3% |
| 7D | +3.2% | +2.2% | +1.0% | +2.5% |
| 30D | +9.1% | +29.6% | -20.5% | +0.8% |
| 3M | -3.6% | +30.3% | -33.8% | -11.2% |
| 6M | +3.8% | +25.6% | -21.8% | -4.0% |
| YTD | +17.8% | +50.8% | -33.0% | +2.5% |
| 1Y | +20.5% | +63.0% | -42.5% | +2.3% |
| 3Y | +132.4% | +211.6% | -79.2% | +55.7% |
| 5Y | +99.9% | +50.4% | +49.5% | +64.3% |
| 10Y | +124.3% | +101.9% | +22.4% | +60.5% |
| All | +1,476.9% | +1,413.2% | +63.7% | +556.9% |
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 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