+118.3%
HIG vs VEU
+185.0%
-66.7%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +1.7% |
| 7D | -2.3% | -1.9% | -0.4% | 0.0% |
| 30D | -1.2% | -0.7% | -0.5% | -0.5% |
| 3M | +6.3% | +4.9% | +1.4% | -1.2% |
| 6M | +0.6% | +9.8% | -9.3% | -13.3% |
| YTD | +0.6% | +15.3% | -14.7% | -19.0% |
| 1Y | +6.1% | +23.0% | -16.9% | -21.8% |
| 3Y | +102.0% | +73.5% | +28.5% | -7.2% |
| 5Y | +119.2% | +54.5% | +64.7% | +14.1% |
| 10Y | +312.5% | +150.4% | +162.1% | +7.8% |
| All | +118.3% | +185.0% | -66.7% | -54.3% |
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 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