+183.8%
VXUS vs HAS
+243.4%
-59.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | +1.0% | -1.8% | +2.8% | +1.5% |
| 30D | +2.2% | +2.3% | -0.1% | +1.5% |
| 3M | +3.0% | +10.4% | -7.4% | 0.0% |
| 6M | +10.7% | -3.2% | +13.9% | +10.8% |
| YTD | +17.8% | +15.4% | +2.4% | +12.3% |
| 1Y | +27.6% | +18.8% | +8.8% | +20.4% |
| 3Y | +73.3% | +43.9% | +29.4% | +51.2% |
| 5Y | +54.3% | +13.9% | +40.4% | +41.4% |
| 10Y | +149.8% | +56.4% | +93.4% | +87.3% |
| All | +183.8% | +243.4% | -59.6% | +37.2% |
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