+5.8%
HD vs VXUS
+73.9%
-68.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.6% |
| 7D | -2.1% | +1.0% | -3.1% | -2.7% |
| 30D | -8.4% | +2.2% | -10.6% | -9.8% |
| 3M | +4.3% | +3.0% | +1.4% | +2.0% |
| 6M | -11.1% | +10.7% | -21.8% | -17.8% |
| YTD | -4.7% | +17.8% | -22.5% | -16.1% |
| 1Y | -19.8% | +27.6% | -47.4% | -33.7% |
| All | +5.8% | +73.9% | -68.1% | -35.0% |
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