+228.7%
HL vs VEA
+59.5%
+169.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -3.1% |
| 7D | -4.4% | -1.5% | -2.9% | -1.9% |
| 30D | +9.3% | -0.8% | +10.1% | +11.3% |
| 3M | +32.0% | +2.5% | +29.5% | +28.2% |
| 6M | -6.4% | +11.1% | -17.6% | -19.6% |
| YTD | +3.1% | +17.2% | -14.0% | -17.5% |
| 1Y | +77.6% | +24.5% | +53.1% | +30.0% |
| 3Y | +392.8% | +75.4% | +317.4% | +114.6% |
| All | +228.7% | +59.5% | +169.2% | +46.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling