+182.8%
HIMS vs VEU
+108.5%
+74.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.9% |
| 7D | -3.9% | +1.1% | -5.1% | -5.1% |
| 30D | -12.4% | +2.2% | -14.6% | -14.1% |
| 3M | -1.1% | +3.0% | -4.1% | -3.0% |
| 6M | +68.4% | +10.9% | +57.6% | +54.8% |
| YTD | -14.7% | +18.2% | -32.9% | -26.6% |
| 1Y | -42.4% | +28.3% | -70.7% | -54.0% |
| 3Y | +304.5% | +74.6% | +229.9% | +152.8% |
| 5Y | +237.5% | +56.4% | +181.1% | +122.2% |
| All | +182.8% | +108.5% | +74.2% | +77.8% |
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