+77.6%
HL vs VEA
+25.5%
+52.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -3.6% |
| 7D | -4.4% | -1.5% | -2.9% | -1.2% |
| 30D | +9.3% | -0.8% | +10.1% | +11.8% |
| 3M | +32.0% | +2.5% | +29.5% | +26.5% |
| 6M | -6.4% | +11.1% | -17.6% | -22.4% |
| YTD | +3.1% | +17.2% | -14.0% | -24.2% |
| 1Y | +77.6% | +24.5% | +53.1% | +10.7% |
| All | +77.6% | +25.5% | +52.1% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 1y: compounded portfolio wealth divided by compounded VEA 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…
1y analysis · Full analysis span regression · 6 months rolling