+78.7%
HST vs VEU
+192.1%
-113.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.3% | -0.4% |
| 7D | -1.0% | +1.1% | -2.2% | -2.5% |
| 30D | -12.3% | +2.2% | -14.4% | -14.8% |
| 3M | -6.4% | +3.0% | -9.3% | -10.8% |
| 6M | +15.0% | +10.9% | +4.1% | -1.4% |
| YTD | +30.5% | +18.2% | +12.3% | +2.4% |
| 1Y | +35.7% | +28.3% | +7.4% | -4.8% |
| 3Y | +68.4% | +74.6% | -6.2% | -22.7% |
| 5Y | +73.1% | +56.4% | +16.8% | -7.2% |
| 10Y | +92.7% | +153.0% | -60.3% | -47.0% |
| All | +78.7% | +192.1% | -113.4% | -60.8% |
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