+16.1%
VEA vs HAS
+63.0%
-46.9%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.9% |
| 7D | 0.0% | +3.3% | -3.3% | -0.5% |
| 30D | -1.4% | +30.5% | -31.9% | -5.4% |
| 3M | -4.1% | +29.9% | -34.0% | -7.9% |
| 6M | -1.3% | +26.5% | -27.9% | -5.0% |
| YTD | +12.1% | +51.9% | -39.9% | +2.6% |
| 1Y | +16.1% | +60.9% | -44.9% | +4.1% |
| All | +16.1% | +63.0% | -46.9% | +4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling