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Hedge Fund figures calculated using monthly returns data. Buyout Fund and Venture Capital figures represent Internal Rate of Return (IRR). Quarterly Index created using monthly and quarterly returns data.
Sources
S&P 500 Total Return: S&P 500 (TR) (^SP500TR) Historical Data (Yahoo Finance, © 2020 Verizon Media. All rights reserved.)
Vanguard Balanced Portfolio (60/40): Vanguard Balanced Index Fund Admiral Shares (VBIAX) (Vanguard, © 1995–2020 The Vanguard Group, Inc. All rights reserved.)
Preqin: Hedge Fund Benchmarks (North America – All Strategies) and PrEQIn Index (Venture and Buyout) (Preqin)
PitchBook: Private Markets Benchmarks (PitchBook Data, © 2020 by PitchBook Data, Inc. All rights reserved.)
Cambridge Associates: US Venture Capital and Private Equity Index and Selected Benchmark Statistics (Cambridge Associates, © 2020 Cambridge Associates LLC. All rights reserved.)
BarclayHedge: Barclay Hedge Fund Index (Backstop BarclayHedge, © 2020 Backstop Solutions Group, LLC. All rights reserved.)
Eurekahedge: Eurekahedge Equal Weighted Hedge Fund Index (Eurekahedge, © Eurekahedge 2005 – 2020, All rights reserved.)
Hedge Fund Research: HFRI Fund Weighted Composite Index (Hedge Fund Research, © 2020 Hedge Fund Research, Inc. All rights reserved.)
Hedge Funds
Figures calculated using monthly returns data.
Sources
S&P 500 Total Return: S&P 500 (TR) (^SP500TR) Historical Data (Yahoo Finance)
Vanguard Balanced Portfolio (60/40): Vanguard Balanced Index Fund Admiral Shares (VBIAX) (Vanguard)
Preqin: Hedge Fund Benchmarks (North America – All Strategies) and PrEQIn Index (Venture and Buyout) (Preqin)
BarclayHedge: Barclay Hedge Fund Index (Backstop BarclayHedge)
Eurekahedge: Eurekahedge Equal Weighted Hedge Fund Index (Eurekahedge)
Hedge Fund Research: HFRI Fund Weighted Composite Index (Hedge Fund Research)
Buyout Funds
Horizon Pooled Internal Rates of Return (IRR). All figures annualized.
Sources
S&P 500 Total Return: S&P 500 (TR) (^SP500TR) Historical Data (Yahoo Finance)
PitchBook: Private Markets Benchmarks (PitchBook Data)
Cambridge Associates: US Venture Capital and Private Equity Index and Selected Benchmark Statistics (Cambridge Associates)
Venture Capital
Horizon Pooled Internal Rates of Return (IRR). All figures annualized.
Sources
S&P 500 Total Return: S&P 500 (TR) (^SP500TR) Historical Data (Yahoo Finance)
PitchBook: Private Markets Benchmarks (PitchBook Data)
Cambridge Associates: US Venture Capital and Private Equity Index and Selected Benchmark Statistics (Cambridge Associates)
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