+649.7%
HBM vs VEU
+396.6%
+253.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | +0.7% |
| 7D | +5.5% | +0.3% | +5.2% | +4.9% |
| 30D | +3.3% | +0.7% | +2.6% | +2.4% |
| 3M | +12.7% | +4.7% | +8.0% | +5.9% |
| 6M | +28.2% | +11.6% | +16.6% | +10.9% |
| YTD | +45.3% | +16.8% | +28.5% | +17.6% |
| 1Y | +121.7% | +24.9% | +96.8% | +61.5% |
| 3Y | +523.5% | +75.7% | +447.8% | +171.7% |
| 5Y | +393.9% | +56.1% | +337.8% | +181.5% |
| 10Y | +647.9% | +153.6% | +494.3% | +139.1% |
| All | +649.7% | +396.6% | +253.1% | +41.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling