+95.6%
HBM vs VEU
+23.8%
+71.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -3.1% |
| 7D | -3.3% | -1.4% | -1.9% | +0.3% |
| 30D | -4.8% | -0.4% | -4.4% | -3.4% |
| 3M | -0.4% | +2.5% | -3.0% | -4.8% |
| 6M | +17.9% | +11.1% | +6.7% | -3.2% |
| YTD | +33.7% | +16.5% | +17.2% | -0.2% |
| 1Y | +95.6% | +22.9% | +72.7% | +30.9% |
| All | +95.6% | +23.8% | +71.8% | +30.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling