+62.8%
SCHD vs HAS
+49.5%
+13.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | +0.2% |
| 7D | +1.4% | +1.6% | -0.2% | +1.1% |
| 30D | +7.7% | +26.6% | -18.9% | +2.0% |
| 3M | +5.7% | +29.0% | -23.3% | -0.3% |
| 6M | +14.9% | +30.6% | -15.6% | +7.7% |
| YTD | +34.2% | +51.5% | -17.3% | +20.8% |
| 1Y | +36.8% | +58.5% | -21.7% | +21.8% |
| 3Y | +73.2% | +214.1% | -140.9% | +27.7% |
| 5Y | +62.8% | +50.2% | +12.6% | +48.0% |
| All | +62.8% | +49.5% | +13.3% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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