+25.0%
HL vs VXUS
+16.4%
+8.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +2.0% | +11.2% | +8.3% |
| 7D | +0.2% | +0.2% | 0.0% | +0.3% |
| 30D | -12.1% | -2.3% | -9.8% | -6.4% |
| 3M | -2.8% | -2.8% | 0.0% | +5.4% |
| 6M | -14.9% | +2.6% | -17.6% | -16.3% |
| YTD | -22.0% | +12.0% | -34.1% | -34.0% |
| 1Y | +25.0% | +16.5% | +8.5% | -5.4% |
| All | +25.0% | +16.4% | +8.6% | -5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling