+176.0%
HL vs VEU
+190.9%
-14.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.5% |
| 7D | +7.1% | +1.7% | +5.4% | +4.8% |
| 30D | +21.4% | +1.0% | +20.5% | +20.2% |
| 3M | +37.4% | +5.6% | +31.8% | +29.5% |
| 6M | +0.4% | +13.7% | -13.3% | -12.9% |
| YTD | +6.7% | +17.7% | -11.0% | -10.5% |
| 1Y | +102.4% | +25.8% | +76.6% | +57.2% |
| 3Y | +417.4% | +77.1% | +340.3% | +167.5% |
| 5Y | +243.3% | +57.1% | +186.2% | +113.0% |
| 10Y | +242.6% | +149.8% | +92.7% | +25.1% |
| All | +176.0% | +190.9% | -14.9% | -16.3% |
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