+108.1%
HST vs VEU
+152.3%
-44.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.7% | +1.9% |
| 7D | +0.7% | -1.9% | +2.6% | +2.8% |
| 30D | -0.7% | -0.7% | +0.1% | 0.0% |
| 3M | -4.0% | +4.9% | -8.9% | -9.5% |
| 6M | +20.7% | +9.8% | +10.9% | +7.2% |
| YTD | +31.0% | +15.3% | +15.7% | +9.8% |
| 1Y | +36.2% | +23.0% | +13.2% | +5.7% |
| 3Y | +66.6% | +73.5% | -6.9% | -14.0% |
| 5Y | +75.8% | +54.5% | +21.3% | +4.9% |
| All | +108.1% | +152.3% | -44.2% | -20.2% |
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 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