-3.4%
HAL vs VXUS
+76.2%
-79.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.9% |
| 7D | +2.9% | +1.0% | +1.9% | +2.3% |
| 30D | +17.0% | +2.2% | +14.8% | +15.3% |
| 3M | -9.7% | +3.0% | -12.6% | -11.7% |
| 6M | +8.6% | +10.7% | -2.0% | -0.2% |
| YTD | +33.0% | +17.8% | +15.1% | +14.9% |
| 1Y | +68.3% | +27.6% | +40.7% | +34.5% |
| All | -3.4% | +76.2% | -79.6% | -42.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling