+124.1%
HL vs VXUS
+48.1%
+76.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.9% |
| 7D | -5.6% | -0.5% | -5.0% | -4.7% |
| 30D | -16.2% | -1.2% | -15.0% | -13.6% |
| 3M | -20.5% | -3.8% | -16.7% | -13.5% |
| 6M | -31.7% | -1.7% | -30.0% | -27.0% |
| YTD | -26.4% | +11.4% | -37.8% | -35.6% |
| 1Y | -4.3% | +13.3% | -17.6% | -18.3% |
| 3Y | +276.9% | +70.0% | +206.9% | +69.7% |
| 5Y | +124.1% | +48.1% | +76.0% | +11.4% |
| All | +124.1% | +48.1% | +76.0% | +11.4% |
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 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