+654.0%
HAS vs VEU
+176.1%
+478.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.1% | -0.2% |
| 7D | +2.2% | +0.8% | +1.4% | +1.6% |
| 30D | +29.6% | -1.6% | +31.2% | +31.0% |
| 3M | +30.3% | -4.2% | +34.4% | +33.9% |
| 6M | +25.6% | -1.5% | +27.1% | +26.1% |
| YTD | +50.8% | +11.7% | +39.1% | +38.6% |
| 1Y | +63.0% | +15.6% | +47.4% | +46.3% |
| 3Y | +211.6% | +71.7% | +139.8% | +114.3% |
| 5Y | +50.4% | +49.5% | +0.9% | +13.6% |
| 10Y | +101.9% | +145.6% | -43.8% | +12.7% |
| All | +654.0% | +176.1% | +478.0% | +264.9% |
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