+276.9%
HL vs VXUS
+70.6%
+206.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -3.2% |
| 7D | -5.6% | -0.5% | -5.0% | -4.6% |
| 30D | -16.2% | -1.2% | -15.0% | -13.4% |
| 3M | -20.5% | -3.8% | -16.7% | -12.6% |
| 6M | -31.7% | -1.7% | -30.0% | -26.7% |
| YTD | -26.4% | +11.4% | -37.8% | -36.8% |
| 1Y | -4.3% | +13.3% | -17.6% | -20.1% |
| All | +276.9% | +70.6% | +206.3% | +19.5% |
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