+102.2%
HAS vs VEU
+144.2%
-41.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.4% |
| 7D | +3.3% | +0.5% | +2.8% | +2.7% |
| 30D | +30.5% | -2.3% | +32.8% | +33.2% |
| 3M | +29.9% | -4.4% | +34.3% | +35.0% |
| 6M | +26.5% | -2.2% | +28.7% | +27.8% |
| YTD | +51.9% | +10.9% | +41.0% | +35.2% |
| 1Y | +60.9% | +13.4% | +47.5% | +40.2% |
| 3Y | +215.0% | +69.7% | +145.3% | +85.3% |
| 5Y | +51.5% | +50.0% | +1.5% | +0.4% |
| 10Y | +102.2% | +145.8% | -43.5% | -19.4% |
| All | +102.2% | +144.2% | -41.9% | -19.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling