+159.8%
VXUS vs HAS
+343.6%
-183.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.7% | -2.0% | -3.2% |
| 7D | -3.4% | 0.0% | -3.4% | -3.4% |
| 30D | -5.8% | +31.3% | -37.1% | -12.6% |
| 3M | -6.4% | +32.1% | -38.5% | -13.4% |
| 6M | -2.5% | +28.1% | -30.7% | -9.5% |
| YTD | +7.9% | +49.1% | -41.2% | -4.2% |
| 1Y | +11.5% | +60.5% | -49.0% | -3.1% |
| 3Y | +63.4% | +183.9% | -120.4% | +18.2% |
| 5Y | +42.9% | +51.2% | -8.3% | +21.3% |
| 10Y | +138.9% | +105.3% | +33.6% | +66.2% |
| All | +159.8% | +343.6% | -183.8% | +17.1% |
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 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