+245.3%
HD vs VEU
+149.7%
+95.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.7% |
| 7D | -1.2% | -0.5% | -0.6% | -0.8% |
| 30D | +20.9% | -1.0% | +21.9% | +21.8% |
| 3M | -0.2% | -3.6% | +3.4% | +2.8% |
| 6M | +14.5% | -1.2% | +15.7% | +14.8% |
| YTD | +4.3% | +12.0% | -7.7% | -6.7% |
| 1Y | -3.5% | +13.9% | -17.3% | -14.9% |
| 3Y | +30.1% | +71.3% | -41.1% | -21.7% |
| 5Y | +8.5% | +50.3% | -41.8% | -26.6% |
| 10Y | +245.3% | +150.3% | +95.0% | +54.1% |
| All | +245.3% | +149.7% | +95.6% | +54.1% |
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