+733.3%
VTV vs HAS
+1,085.4%
-352.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.1% |
| 7D | 0.0% | +3.3% | -3.2% | -0.9% |
| 30D | +3.2% | +30.5% | -27.3% | -5.3% |
| 3M | +1.7% | +29.9% | -28.2% | -6.7% |
| 6M | +11.0% | +26.5% | -15.5% | +2.1% |
| YTD | +21.0% | +51.9% | -30.9% | +4.3% |
| 1Y | +24.3% | +60.9% | -36.7% | +5.0% |
| 3Y | +76.9% | +215.0% | -138.1% | +15.9% |
| 5Y | +76.9% | +51.5% | +25.4% | +44.4% |
| 10Y | +227.8% | +102.2% | +125.5% | +117.8% |
| All | +733.3% | +1,085.4% | -352.2% | +165.6% |
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 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