+205.0%
HD vs VXUS
+145.9%
+59.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.0% |
| 7D | -1.2% | +1.6% | -2.8% | -2.5% |
| 30D | -11.1% | +1.0% | -12.1% | -11.9% |
| 3M | +2.0% | +5.7% | -3.6% | -3.0% |
| 6M | -10.5% | +13.6% | -24.0% | -20.4% |
| YTD | -6.9% | +17.4% | -24.3% | -19.9% |
| 1Y | -23.2% | +25.1% | -48.3% | -37.6% |
| 3Y | +3.1% | +75.8% | -72.8% | -39.0% |
| 5Y | +7.4% | +55.4% | -48.0% | -29.1% |
| 10Y | +205.0% | +146.4% | +58.6% | +33.2% |
| All | +205.0% | +145.9% | +59.1% | +33.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling