+66.1%
HST vs VEU
+77.0%
-10.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | +2.0% | +1.7% | +0.3% | +0.6% |
| 30D | -5.2% | +1.0% | -6.2% | -6.0% |
| 3M | -6.2% | +5.6% | -11.9% | -10.8% |
| 6M | +20.4% | +13.7% | +6.8% | +6.4% |
| YTD | +30.6% | +17.7% | +12.9% | +11.1% |
| 1Y | +37.4% | +25.8% | +11.6% | +9.1% |
| 3Y | +66.1% | +77.1% | -11.0% | -12.3% |
| All | +66.1% | +77.0% | -10.9% | -12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling