+73.9%
HST vs VEU
+56.2%
+17.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.6% | +0.7% |
| 7D | -0.3% | +0.3% | -0.6% | -0.6% |
| 30D | -2.8% | +0.7% | -3.4% | -3.5% |
| 3M | -6.5% | +4.7% | -11.2% | -11.2% |
| 6M | +20.7% | +11.6% | +9.1% | +6.3% |
| YTD | +30.5% | +16.8% | +13.6% | +8.8% |
| 1Y | +36.8% | +24.9% | +11.9% | +5.6% |
| 3Y | +65.9% | +75.7% | -9.8% | -14.9% |
| 5Y | +73.9% | +56.1% | +17.8% | +4.1% |
| All | +73.9% | +56.2% | +17.7% | +4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling