+213.4%
HAS vs VTEB
+10.6%
+202.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.3% |
| 7D | +1.4% | -1.2% | +2.6% | +3.3% |
| 30D | +26.3% | +2.5% | +23.8% | +21.8% |
| 3M | +25.6% | -1.7% | +27.3% | +29.1% |
| 6M | +30.3% | -1.2% | +31.5% | +33.0% |
| YTD | +50.4% | -0.5% | +50.8% | +51.8% |
| 1Y | +57.7% | -0.1% | +57.8% | +58.3% |
| 3Y | +213.4% | +10.5% | +202.9% | +159.0% |
| All | +213.4% | +10.6% | +202.8% | +159.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling