+11.0%
HAS vs VTEB
+1.5%
+9.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.9% |
| 7D | -4.8% | -0.7% | -4.2% | -4.1% |
| 30D | -5.1% | -2.1% | -3.1% | -2.8% |
| 3M | +6.4% | -2.7% | +9.0% | +9.8% |
| 6M | -5.6% | -2.1% | -3.5% | -3.2% |
| YTD | +11.0% | -1.1% | +12.1% | +12.6% |
| 1Y | +16.8% | +1.3% | +15.5% | +15.1% |
| 3Y | +44.0% | +9.0% | +35.0% | +33.2% |
| 5Y | +11.0% | +1.5% | +9.5% | +14.7% |
| All | +11.0% | +1.5% | +9.5% | +14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling