+108.6%
HST vs VEU
+174.2%
-65.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | +3.6% | +2.1% | +1.5% | +0.7% |
| 30D | +11.2% | -0.9% | +12.1% | +12.5% |
| 3M | +13.1% | -5.4% | +18.5% | +21.2% |
| 6M | +23.9% | -1.8% | +25.7% | +25.2% |
| YTD | +52.3% | +10.9% | +41.4% | +29.6% |
| 1Y | +56.7% | +13.6% | +43.1% | +29.1% |
| 3Y | +87.5% | +69.3% | +18.3% | -10.7% |
| 5Y | +82.8% | +48.1% | +34.7% | +5.1% |
| 10Y | +134.6% | +148.0% | -13.4% | -34.0% |
| All | +108.6% | +174.2% | -65.6% | -50.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling