+256.9%
HL vs VEU
+155.0%
+101.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -2.8% |
| 7D | -4.4% | -1.4% | -2.9% | -2.2% |
| 30D | +9.3% | -0.4% | +9.7% | +10.3% |
| 3M | +32.0% | +2.5% | +29.4% | +28.5% |
| 6M | -6.4% | +11.1% | -17.6% | -18.1% |
| YTD | +3.1% | +16.5% | -13.4% | -14.7% |
| 1Y | +77.6% | +22.9% | +54.6% | +37.1% |
| 3Y | +392.8% | +73.4% | +319.4% | +139.0% |
| 5Y | +234.1% | +56.1% | +178.0% | +90.2% |
| All | +256.9% | +155.0% | +101.9% | -6.7% |
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