-5.2%
HAL vs VXUS
+156.4%
-161.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.4% |
| 7D | -12.0% | -1.8% | -10.2% | -10.1% |
| 30D | +0.3% | -4.6% | +4.8% | +6.3% |
| 3M | -1.6% | -6.1% | +4.5% | +6.1% |
| 6M | -20.5% | -4.9% | -15.6% | -16.9% |
| YTD | +14.2% | +8.1% | +6.2% | -1.9% |
| 1Y | +18.9% | +12.1% | +6.8% | -3.0% |
| 3Y | -13.7% | +63.9% | -77.6% | -59.4% |
| 5Y | +42.2% | +43.1% | -1.0% | -19.1% |
| 10Y | -16.7% | +139.2% | -155.9% | -73.1% |
| All | -5.2% | +156.4% | -161.6% | -71.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling