+215.0%
HIMS vs VEU
+53.0%
+162.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.4% | +0.4% |
| 7D | -1.4% | -1.9% | +0.6% | +1.8% |
| 30D | -10.1% | -0.7% | -9.3% | -8.7% |
| 3M | -1.2% | +4.9% | -6.1% | -7.5% |
| 6M | +16.9% | +9.8% | +7.1% | +2.1% |
| YTD | -15.5% | +15.3% | -30.8% | -32.4% |
| 1Y | -42.6% | +23.0% | -65.6% | -58.6% |
| 3Y | +320.2% | +73.5% | +246.7% | +77.5% |
| 5Y | +215.0% | +54.5% | +160.6% | +84.1% |
| All | +215.0% | +53.0% | +162.0% | +84.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling