+740.0%
VTV vs HAS
+1,073.1%
-333.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | +2.9% | +1.4% | +1.5% | +2.5% |
| 30D | +3.8% | +26.3% | -22.5% | -3.8% |
| 3M | +1.6% | +25.6% | -24.0% | -5.8% |
| 6M | +11.2% | +30.3% | -19.1% | +1.3% |
| YTD | +22.0% | +50.4% | -28.4% | +5.4% |
| 1Y | +24.9% | +57.7% | -32.8% | +6.2% |
| 3Y | +78.5% | +213.4% | -134.9% | +17.1% |
| 5Y | +77.8% | +49.1% | +28.7% | +45.8% |
| 10Y | +231.1% | +98.5% | +132.6% | +121.4% |
| All | +740.0% | +1,073.1% | -333.1% | +168.5% |
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