+1.2%
HAL vs VXUS
+145.9%
-144.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.2% |
| 7D | +0.5% | +1.6% | -1.1% | -1.8% |
| 30D | +15.9% | +1.0% | +14.9% | +14.1% |
| 3M | -8.7% | +5.7% | -14.4% | -16.9% |
| 6M | +9.0% | +13.6% | -4.5% | -12.9% |
| YTD | +32.0% | +17.4% | +14.6% | -0.3% |
| 1Y | +72.5% | +25.1% | +47.4% | +17.8% |
| 3Y | -4.5% | +75.8% | -80.4% | -63.0% |
| 5Y | +109.7% | +55.4% | +54.3% | +0.3% |
| 10Y | +1.2% | +146.4% | -145.2% | -73.4% |
| All | +1.2% | +145.9% | -144.7% | -73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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