+69.6%
HST vs VSH
+34.1%
+35.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.4% | -4.2% | -0.6% |
| 7D | -1.0% | +4.1% | -5.1% | -1.9% |
| 30D | -12.3% | -4.2% | -8.1% | -11.7% |
| 3M | -6.4% | -50.0% | +43.6% | +7.6% |
| 6M | +15.0% | +80.2% | -65.2% | -10.2% |
| YTD | +30.5% | +121.1% | -90.6% | -5.3% |
| 1Y | +35.7% | +112.0% | -76.3% | -1.5% |
| All | +69.6% | +34.1% | +35.5% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling