+85.8%
HAS vs VTEB
+26.7%
+59.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.8% | -0.8% | -1.0% | -1.0% |
| 30D | +2.3% | -1.3% | +3.6% | +3.7% |
| 3M | +10.4% | -2.1% | +12.5% | +12.9% |
| 6M | -3.2% | -1.7% | -1.6% | -1.5% |
| YTD | +15.4% | -0.6% | +16.0% | +16.2% |
| 1Y | +18.8% | +3.1% | +15.7% | +15.1% |
| 3Y | +43.9% | +9.2% | +34.7% | +31.9% |
| 5Y | +13.9% | +2.2% | +11.7% | +11.6% |
| 10Y | +56.4% | +18.8% | +37.6% | +57.5% |
| All | +85.8% | +26.7% | +59.1% | +127.1% |
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