+57.3%
VZ vs HAS
+182.9%
-125.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | 0.0% |
| 7D | +5.6% | 0.0% | +5.7% | +5.6% |
| 30D | +1.9% | +31.3% | -29.5% | -0.4% |
| 3M | +0.8% | +32.1% | -31.3% | -1.5% |
| 6M | +0.6% | +28.1% | -27.5% | -1.6% |
| YTD | +20.8% | +49.1% | -28.3% | +16.8% |
| 1Y | +23.9% | +60.5% | -36.6% | +19.3% |
| All | +57.3% | +182.9% | -125.6% | +46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling