+58.0%
HAS vs ITOT
+300.1%
-242.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +2.0% | +2.0% |
| 7D | -3.1% | -2.0% | -1.0% | -1.1% |
| 30D | -6.4% | -2.0% | -4.4% | -4.7% |
| 3M | +10.4% | +4.5% | +5.8% | +5.6% |
| 6M | -3.7% | +12.6% | -16.3% | -14.5% |
| YTD | +12.5% | +12.0% | +0.5% | +0.4% |
| 1Y | +19.8% | +17.3% | +2.6% | +2.4% |
| 3Y | +46.0% | +75.2% | -29.3% | -15.5% |
| 5Y | +12.5% | +74.0% | -61.5% | -34.7% |
| All | +58.0% | +300.1% | -242.1% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling