+1,388.6%
HD vs VEU
+174.2%
+1,214.4%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.2% |
| 7D | +5.2% | +0.5% | +4.7% | +4.8% |
| 30D | +20.7% | -2.3% | +23.0% | +22.7% |
| 3M | +0.8% | -4.4% | +5.2% | +4.0% |
| 6M | +12.2% | -2.2% | +14.4% | +13.4% |
| YTD | +4.2% | +10.9% | -6.7% | -4.2% |
| 1Y | -2.6% | +13.4% | -15.9% | -11.8% |
| 3Y | +30.0% | +69.7% | -39.7% | -13.1% |
| 5Y | +8.1% | +50.0% | -41.9% | -21.2% |
| 10Y | +247.2% | +145.8% | +101.4% | +79.2% |
| All | +1,388.6% | +174.2% | +1,214.4% | +541.7% |
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 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