+112.1%
HST vs VEU
+174.2%
-62.1%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.2% | +3.5% |
| 7D | +0.6% | +0.5% | +0.1% | -0.1% |
| 30D | +14.5% | -2.3% | +16.8% | +18.0% |
| 3M | +15.4% | -4.4% | +19.8% | +22.0% |
| 6M | +22.0% | -2.2% | +24.1% | +23.9% |
| YTD | +54.9% | +10.9% | +43.9% | +31.8% |
| 1Y | +54.0% | +13.4% | +40.6% | +27.2% |
| 3Y | +90.4% | +69.7% | +20.7% | -9.6% |
| 5Y | +84.2% | +50.0% | +34.3% | +4.2% |
| 10Y | +144.6% | +145.8% | -1.2% | -30.3% |
| All | +112.1% | +174.2% | -62.1% | -49.6% |
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 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