+588.2%
HBM vs VEU
+155.0%
+433.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -2.6% |
| 7D | -3.3% | -1.4% | -1.9% | -0.3% |
| 30D | -4.8% | -0.4% | -4.4% | -3.6% |
| 3M | -0.4% | +2.5% | -3.0% | -3.9% |
| 6M | +17.9% | +11.1% | +6.7% | -0.6% |
| YTD | +33.7% | +16.5% | +17.2% | +3.5% |
| 1Y | +95.6% | +22.9% | +72.7% | +36.9% |
| 3Y | +458.1% | +73.4% | +384.7% | +106.4% |
| 5Y | +329.0% | +56.1% | +272.9% | +109.6% |
| All | +588.2% | +155.0% | +433.2% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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