+581.9%
VTRS vs HAS
+3,598.5%
-3,016.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.2% | -0.2% |
| 7D | +3.3% | -1.8% | +5.1% | +3.7% |
| 30D | -3.6% | +2.3% | -5.9% | -4.2% |
| 3M | +7.0% | +10.4% | -3.4% | +4.3% |
| 6M | +17.5% | -3.2% | +20.7% | +17.7% |
| YTD | +38.8% | +15.4% | +23.4% | +33.5% |
| 1Y | +69.2% | +18.8% | +50.4% | +61.5% |
| 3Y | +77.5% | +43.9% | +33.5% | +59.8% |
| 5Y | +39.9% | +13.9% | +26.0% | +30.6% |
| 10Y | -47.1% | +56.4% | -103.5% | -55.8% |
| All | +581.9% | +3,598.5% | -3,016.6% | +177.2% |
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