+129.2%
HPE vs VEU
+28.8%
+100.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.5% | -5.0% | -5.1% |
| 7D | -0.6% | +1.1% | -1.7% | -2.0% |
| 30D | -2.3% | +2.2% | -4.5% | -4.8% |
| 3M | -2.9% | +3.0% | -5.8% | -6.1% |
| 6M | +143.6% | +10.9% | +132.7% | +118.9% |
| YTD | +118.5% | +18.2% | +100.3% | +76.6% |
| 1Y | +129.2% | +28.3% | +100.9% | +65.2% |
| All | +129.2% | +28.8% | +100.4% | +65.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling