+59.2%
HAL vs VXUS
+45.4%
+13.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +6.1% | +2.1% | +4.0% | +4.2% |
| 30D | +2.9% | -1.1% | +4.0% | +3.7% |
| 3M | +3.3% | -5.6% | +9.0% | +8.2% |
| 6M | -16.9% | -2.3% | -14.7% | -16.3% |
| YTD | +21.2% | +10.4% | +10.8% | +6.9% |
| 1Y | +27.5% | +13.1% | +14.5% | +9.7% |
| 3Y | -6.4% | +68.0% | -74.4% | -48.0% |
| All | +59.2% | +45.4% | +13.7% | +7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling