+50.4%
USHY vs VEU
+107.3%
-56.9%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.1% |
| 7D | -0.1% | +0.3% | -0.4% | -0.2% |
| 30D | 0.0% | +0.7% | -0.7% | -0.3% |
| 3M | +0.8% | +4.7% | -3.8% | -0.8% |
| 6M | +1.9% | +11.6% | -9.7% | -2.0% |
| YTD | +2.3% | +16.8% | -14.6% | -3.3% |
| 1Y | +4.1% | +24.9% | -20.7% | -3.8% |
| 3Y | +27.8% | +75.7% | -48.0% | +4.1% |
| 5Y | +21.5% | +56.1% | -34.6% | +2.1% |
| All | +50.4% | +107.3% | -56.9% | +10.0% |
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