+248.6%
HD vs VEU
+149.9%
+98.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | +1.5% | +2.1% | -0.6% | -0.3% |
| 30D | +18.0% | -0.9% | +18.9% | +18.9% |
| 3M | +2.8% | -5.4% | +8.2% | +7.6% |
| 6M | +17.0% | -1.8% | +18.8% | +18.0% |
| YTD | +3.5% | +10.9% | -7.4% | -6.6% |
| 1Y | -2.6% | +13.6% | -16.2% | -14.0% |
| 3Y | +30.7% | +69.3% | -38.5% | -20.5% |
| 5Y | +6.2% | +48.1% | -41.9% | -27.1% |
| All | +248.6% | +149.9% | +98.7% | +58.4% |
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