+21.5%
VZ vs HAS
+52.6%
-31.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.1% |
| 7D | +5.6% | 0.0% | +5.7% | +5.6% |
| 30D | +1.9% | +31.3% | -29.5% | -1.6% |
| 3M | +0.8% | +32.1% | -31.3% | -2.7% |
| 6M | +0.6% | +28.1% | -27.5% | -2.7% |
| YTD | +20.8% | +49.1% | -28.3% | +14.4% |
| 1Y | +23.9% | +60.5% | -36.6% | +16.3% |
| 3Y | +55.7% | +183.9% | -128.2% | +32.3% |
| 5Y | +21.5% | +51.2% | -29.7% | +11.6% |
| All | +21.5% | +52.6% | -31.1% | +11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling