+62.1%
VEA vs HAS
+10.2%
+51.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | +0.1% |
| 7D | +1.9% | -3.1% | +5.0% | +2.5% |
| 30D | +0.8% | -2.7% | +3.5% | +1.3% |
| 3M | +5.7% | +8.9% | -3.2% | +3.5% |
| 6M | +13.3% | -2.9% | +16.2% | +13.3% |
| YTD | +18.4% | +12.6% | +5.8% | +14.3% |
| 1Y | +27.0% | +17.5% | +9.5% | +21.2% |
| 3Y | +79.3% | +46.2% | +33.1% | +60.4% |
| 5Y | +62.1% | +12.6% | +49.6% | +59.2% |
| All | +62.1% | +10.2% | +51.9% | +59.2% |
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