+6.7%
HD vs VXUS
+45.4%
-38.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.5% | +2.1% | -0.6% | 0.0% |
| 30D | +18.0% | -1.1% | +19.1% | +18.9% |
| 3M | +2.8% | -5.6% | +8.4% | +7.1% |
| 6M | +17.0% | -2.3% | +19.2% | +18.3% |
| YTD | +3.5% | +10.4% | -6.8% | -4.8% |
| 1Y | -2.6% | +13.1% | -15.6% | -12.1% |
| 3Y | +30.7% | +68.0% | -37.3% | -13.9% |
| All | +6.7% | +45.4% | -38.8% | -22.8% |
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 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