+54.4%
VXUS vs HAS
+13.4%
+41.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | +1.0% | -1.8% | +2.8% | +1.4% |
| 30D | +2.2% | +2.3% | -0.1% | +1.7% |
| 3M | +3.0% | +10.4% | -7.4% | +0.6% |
| 6M | +10.7% | -3.2% | +13.9% | +10.8% |
| YTD | +17.8% | +15.4% | +2.4% | +13.3% |
| 1Y | +27.6% | +18.8% | +8.8% | +21.7% |
| 3Y | +73.3% | +43.9% | +29.4% | +56.3% |
| All | +54.4% | +13.4% | +41.0% | +52.7% |
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