+54.3%
VEA vs HAS
+51.1%
+3.3%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | +2.6% |
| 7D | +0.4% | +2.2% | -1.8% | 0.0% |
| 30D | -0.7% | +29.6% | -30.2% | -6.2% |
| 3M | -3.9% | +30.3% | -34.1% | -9.4% |
| 6M | -0.6% | +25.6% | -26.2% | -5.9% |
| YTD | +12.9% | +50.8% | -37.9% | +2.2% |
| 1Y | +18.4% | +63.0% | -44.6% | +5.2% |
| 3Y | +75.3% | +211.6% | -136.3% | +30.4% |
| 5Y | +54.3% | +50.4% | +3.9% | +43.4% |
| All | +54.3% | +51.1% | +3.3% | +43.4% |
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