+389.9%
HWM vs VEU
+77.0%
+312.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -0.4% | -10.3% | -10.3% |
| 7D | -9.2% | +1.7% | -10.8% | -10.5% |
| 30D | -17.9% | +1.0% | -18.8% | -18.7% |
| 3M | -6.0% | +5.6% | -11.7% | -11.0% |
| 6M | -7.4% | +13.7% | -21.0% | -18.7% |
| YTD | +13.1% | +17.7% | -4.6% | -4.5% |
| 1Y | +29.3% | +25.8% | +3.5% | +2.1% |
| 3Y | +389.9% | +77.1% | +312.8% | +165.7% |
| All | +389.9% | +77.0% | +312.9% | +165.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling