+288.9%
VTI vs HAS
+102.4%
+186.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -0.4% | +3.3% | -3.7% | -1.3% |
| 30D | -3.2% | +30.5% | -33.8% | -10.2% |
| 3M | -2.9% | +29.9% | -32.8% | -9.9% |
| 6M | +2.4% | +26.5% | -24.2% | -4.8% |
| YTD | +11.2% | +51.9% | -40.8% | -2.4% |
| 1Y | +11.6% | +60.9% | -49.3% | -3.7% |
| 3Y | +76.6% | +215.0% | -138.4% | +22.1% |
| 5Y | +65.3% | +51.5% | +13.8% | +39.6% |
| All | +288.9% | +102.4% | +186.6% | +189.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling