+919.3%
VZ vs HAS
+4,759.6%
-3,840.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.1% | -1.0% | +1.6% |
| 7D | +6.9% | +2.4% | +4.5% | +6.5% |
| 30D | +2.3% | +31.6% | -29.3% | -2.3% |
| 3M | 0.0% | +33.9% | -33.8% | -4.7% |
| 6M | +0.2% | +31.4% | -31.2% | -4.5% |
| YTD | +20.9% | +51.6% | -30.7% | +12.3% |
| 1Y | +25.2% | +65.2% | -39.9% | +14.6% |
| 3Y | +55.9% | +188.7% | -132.9% | +27.8% |
| 5Y | +22.6% | +55.7% | -33.1% | +9.7% |
| 10Y | +68.6% | +108.8% | -40.1% | +36.6% |
| All | +919.3% | +4,759.6% | -3,840.3% | +301.0% |
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