+4.6%
HIG vs VEU
+28.8%
-24.3%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.1% |
| 7D | +0.3% | +1.1% | -0.8% | +0.5% |
| 30D | -3.2% | +2.2% | -5.4% | -3.0% |
| 3M | +9.1% | +3.0% | +6.2% | +9.8% |
| 6M | -1.8% | +10.9% | -12.6% | -2.5% |
| YTD | +1.8% | +18.2% | -16.4% | +1.7% |
| 1Y | +4.6% | +28.3% | -23.7% | +5.5% |
| All | +4.6% | +28.8% | -24.3% | +5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling