+180.7%
HIMS vs VEU
+105.6%
+75.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.8% | -0.8% |
| 7D | -0.7% | -1.4% | +0.7% | +0.7% |
| 30D | -8.2% | -0.4% | -7.8% | -7.6% |
| 3M | -4.7% | +2.5% | -7.2% | -6.3% |
| 6M | +6.3% | +11.1% | -4.9% | -2.7% |
| YTD | -15.3% | +16.5% | -31.8% | -26.1% |
| 1Y | -46.9% | +22.9% | -69.8% | -55.8% |
| 3Y | +321.3% | +73.4% | +247.9% | +165.6% |
| 5Y | +215.8% | +56.1% | +159.7% | +110.2% |
| All | +180.7% | +105.6% | +75.1% | +79.1% |
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