+249.3%
HL vs VXUS
+54.3%
+195.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +3.3% |
| 7D | +0.4% | +0.3% | +0.1% | -0.2% |
| 30D | +18.8% | +0.7% | +18.2% | +17.8% |
| 3M | +43.7% | +4.8% | +39.0% | +34.1% |
| 6M | -1.0% | +11.3% | -12.4% | -15.9% |
| YTD | +8.7% | +16.5% | -7.8% | -13.1% |
| 1Y | +105.0% | +24.3% | +80.7% | +48.4% |
| 3Y | +427.3% | +74.5% | +352.8% | +123.5% |
| 5Y | +249.3% | +54.3% | +195.0% | +62.5% |
| All | +249.3% | +54.3% | +195.0% | +62.5% |
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 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