+990.1%
VZ vs HAS
+3,598.5%
-2,608.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +0.1% | -1.8% | +1.9% | +0.4% |
| 30D | +7.9% | +2.3% | +5.6% | +7.5% |
| 3M | +13.6% | +10.4% | +3.3% | +11.7% |
| 6M | +1.1% | -3.2% | +4.3% | +1.3% |
| YTD | +29.3% | +15.4% | +13.9% | +25.6% |
| 1Y | +21.2% | +18.8% | +2.4% | +17.1% |
| 3Y | +75.9% | +43.9% | +32.0% | +61.7% |
| 5Y | +24.1% | +13.9% | +10.2% | +16.9% |
| 10Y | +62.4% | +56.4% | +6.0% | +37.9% |
| All | +990.1% | +3,598.5% | -2,608.4% | +348.8% |
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