+301.7%
HIG vs VEU
+155.0%
+146.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.4% | -1.2% |
| 7D | -1.5% | -1.4% | 0.0% | -0.3% |
| 30D | -0.4% | -0.4% | +0.1% | -0.1% |
| 3M | +6.7% | +2.5% | +4.1% | +3.8% |
| 6M | +2.0% | +11.1% | -9.2% | -8.4% |
| YTD | +0.3% | +16.5% | -16.2% | -14.0% |
| 1Y | +4.2% | +22.9% | -18.7% | -15.2% |
| 3Y | +102.2% | +73.4% | +28.8% | +17.5% |
| 5Y | +118.5% | +56.1% | +62.4% | +40.3% |
| All | +301.7% | +155.0% | +146.8% | +69.3% |
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