+48.6%
HAS vs VEU
+45.1%
+3.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | -0.2% | -1.6% | +1.5% | +1.2% |
| 30D | +31.0% | -4.3% | +35.4% | +35.9% |
| 3M | +30.7% | -5.8% | +36.5% | +37.1% |
| 6M | +23.9% | -4.4% | +28.3% | +27.5% |
| YTD | +48.3% | +8.7% | +39.7% | +35.1% |
| 1Y | +60.2% | +12.6% | +47.6% | +41.1% |
| 3Y | +189.2% | +65.2% | +124.0% | +79.0% |
| All | +48.6% | +45.1% | +3.4% | +2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling