+210.2%
HD vs VEU
+150.1%
+60.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.3% | -0.4% |
| 7D | -1.8% | +0.3% | -2.1% | -2.1% |
| 30D | -10.8% | +0.7% | -11.5% | -11.4% |
| 3M | -2.7% | +4.7% | -7.4% | -6.8% |
| 6M | -10.3% | +11.6% | -21.9% | -19.1% |
| YTD | -7.8% | +16.8% | -24.6% | -20.3% |
| 1Y | -23.1% | +24.9% | -48.0% | -37.5% |
| 3Y | +2.0% | +75.7% | -73.7% | -39.7% |
| 5Y | +6.2% | +56.1% | -49.9% | -30.2% |
| 10Y | +210.2% | +153.6% | +56.5% | +33.7% |
| All | +210.2% | +150.1% | +60.1% | +33.7% |
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