+16.3%
VEA vs HST
+54.6%
-38.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.0% |
| 7D | -1.3% | -1.3% | 0.0% | -0.9% |
| 30D | 0.0% | +13.4% | -13.4% | -4.0% |
| 3M | -3.6% | +16.7% | -20.3% | -8.3% |
| 6M | -0.5% | +24.0% | -24.5% | -8.7% |
| YTD | +13.0% | +54.0% | -41.0% | -3.9% |
| 1Y | +16.3% | +55.0% | -38.8% | -1.5% |
| All | +16.3% | +54.6% | -38.3% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 1y: compounded portfolio wealth divided by compounded HST 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…
1y analysis · Full analysis span regression · 6 months rolling