+142.1%
HAS vs VTEB
+26.8%
+115.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.4% |
| 7D | +1.4% | -1.2% | +2.6% | +2.7% |
| 30D | +26.3% | +2.5% | +23.8% | +23.1% |
| 3M | +25.6% | -1.7% | +27.3% | +27.9% |
| 6M | +30.3% | -1.2% | +31.5% | +32.0% |
| YTD | +50.4% | -0.5% | +50.8% | +51.2% |
| 1Y | +57.7% | -0.1% | +57.8% | +58.0% |
| 3Y | +213.4% | +10.5% | +202.9% | +184.2% |
| 5Y | +49.1% | +2.6% | +46.5% | +45.5% |
| 10Y | +98.5% | +22.4% | +76.1% | +112.4% |
| All | +142.1% | +26.8% | +115.3% | +195.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling