+65.2%
HAS vs VEU
+17.0%
+48.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.0% | +1.1% | +2.1% |
| 7D | +2.4% | +0.2% | +2.2% | +2.3% |
| 30D | +31.6% | -2.1% | +33.7% | +32.9% |
| 3M | +33.9% | -2.7% | +36.6% | +35.5% |
| 6M | +31.4% | +3.2% | +28.2% | +27.9% |
| YTD | +51.6% | +12.6% | +39.1% | +36.3% |
| 1Y | +65.2% | +17.1% | +48.1% | +42.3% |
| All | +65.2% | +17.0% | +48.2% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling