+1,398.8%
HD vs VEU
+176.1%
+1,222.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | +0.1% | +0.8% |
| 7D | +3.6% | +0.8% | +2.8% | +3.1% |
| 30D | +21.6% | -1.6% | +23.2% | +23.0% |
| 3M | +0.1% | -4.2% | +4.3% | +3.2% |
| 6M | +13.0% | -1.5% | +14.5% | +13.6% |
| YTD | +4.9% | +11.7% | -6.8% | -4.0% |
| 1Y | -2.1% | +15.6% | -17.7% | -12.6% |
| 3Y | +32.6% | +71.7% | -39.1% | -12.1% |
| 5Y | +8.2% | +49.5% | -41.2% | -20.9% |
| 10Y | +257.9% | +145.6% | +112.3% | +84.7% |
| All | +1,398.8% | +176.1% | +1,222.8% | +542.9% |
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