+84.2%
HST vs VEU
+48.8%
+35.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.2% | +3.3% |
| 7D | +0.6% | +0.5% | +0.1% | +0.1% |
| 30D | +14.5% | -2.3% | +16.8% | +17.3% |
| 3M | +15.4% | -4.4% | +19.8% | +20.6% |
| 6M | +22.0% | -2.2% | +24.1% | +23.7% |
| YTD | +54.9% | +10.9% | +43.9% | +35.8% |
| 1Y | +54.0% | +13.4% | +40.6% | +31.7% |
| 3Y | +90.4% | +69.7% | +20.7% | -0.1% |
| 5Y | +84.2% | +50.0% | +34.3% | +18.6% |
| All | +84.2% | +48.8% | +35.4% | +18.6% |
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