+641.5%
HAS vs VEU
+168.5%
+473.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | -0.2% | -1.6% | +1.5% | +1.0% |
| 30D | +31.0% | -4.3% | +35.4% | +35.0% |
| 3M | +30.7% | -5.8% | +36.5% | +36.0% |
| 6M | +23.9% | -4.4% | +28.3% | +26.9% |
| YTD | +48.3% | +8.7% | +39.7% | +38.9% |
| 1Y | +60.2% | +12.6% | +47.6% | +46.4% |
| 3Y | +189.2% | +65.2% | +124.0% | +104.3% |
| 5Y | +50.4% | +45.5% | +4.9% | +15.7% |
| 10Y | +104.2% | +142.7% | -38.5% | +15.2% |
| All | +641.5% | +168.5% | +473.0% | +265.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling