+12.6%
HAS vs ITOT
+73.9%
-61.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.9% |
| 7D | -3.1% | +0.7% | -3.8% | -3.7% |
| 30D | -2.7% | -1.1% | -1.6% | -1.7% |
| 3M | +8.9% | +3.9% | +5.0% | +5.0% |
| 6M | -2.9% | +14.7% | -17.7% | -15.0% |
| YTD | +12.6% | +13.3% | -0.7% | -0.3% |
| 1Y | +17.5% | +19.1% | -1.7% | -0.8% |
| 3Y | +46.2% | +77.3% | -31.1% | -15.3% |
| 5Y | +12.6% | +74.1% | -61.5% | -36.2% |
| All | +12.6% | +73.9% | -61.3% | -36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling