+302.5%
VTI vs HAS
+54.3%
+248.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | -0.1% |
| 7D | -0.4% | -4.8% | +4.5% | +1.0% |
| 30D | -1.6% | -5.1% | +3.5% | -0.2% |
| 3M | +3.6% | +6.4% | -2.8% | +1.4% |
| 6M | +13.0% | -5.6% | +18.7% | +13.9% |
| YTD | +12.7% | +11.0% | +1.7% | +8.1% |
| 1Y | +18.4% | +16.8% | +1.6% | +11.7% |
| 3Y | +76.4% | +44.0% | +32.4% | +52.9% |
| 5Y | +73.7% | +11.0% | +62.7% | +60.0% |
| 10Y | +302.5% | +56.0% | +246.5% | +228.1% |
| All | +302.5% | +54.3% | +248.3% | +228.1% |
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 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