+158.0%
VEA vs HAS
+662.8%
-504.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.0% |
| 7D | 0.0% | +3.3% | -3.3% | -1.0% |
| 30D | -1.4% | +30.5% | -31.9% | -9.7% |
| 3M | -4.1% | +29.9% | -34.0% | -12.2% |
| 6M | -1.3% | +26.5% | -27.9% | -9.4% |
| YTD | +12.1% | +51.9% | -39.9% | -3.6% |
| 1Y | +16.1% | +60.9% | -44.9% | -2.2% |
| 3Y | +73.0% | +215.0% | -142.0% | +12.4% |
| 5Y | +55.1% | +51.5% | +3.6% | +26.4% |
| 10Y | +156.9% | +102.2% | +54.7% | +66.9% |
| All | +158.0% | +662.8% | -504.8% | -18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling