+1,581.2%
HWM vs VEU
+154.0%
+1,427.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.2% | +1.5% |
| 7D | -8.0% | +0.3% | -8.3% | -8.3% |
| 30D | -18.0% | +0.7% | -18.7% | -18.8% |
| 3M | -9.5% | +4.7% | -14.2% | -14.9% |
| 6M | -8.4% | +11.6% | -20.0% | -21.1% |
| YTD | +13.6% | +16.8% | -3.2% | -8.0% |
| 1Y | +30.2% | +24.9% | +5.4% | -3.5% |
| 3Y | +392.2% | +75.7% | +316.5% | +128.8% |
| 5Y | +645.2% | +56.1% | +589.1% | +311.0% |
| All | +1,581.2% | +154.0% | +1,427.2% | +417.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling