+145.5%
HL vs VXUS
+179.6%
-34.1%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -3.2% |
| 7D | +1.5% | +1.0% | +0.5% | +0.1% |
| 30D | +25.1% | +2.2% | +22.9% | +21.8% |
| 3M | +22.9% | +3.0% | +19.9% | +20.1% |
| 6M | -4.9% | +10.7% | -15.6% | -14.8% |
| YTD | +7.8% | +17.8% | -10.0% | -10.1% |
| 1Y | +133.9% | +27.6% | +106.3% | +77.5% |
| 3Y | +380.9% | +73.3% | +307.6% | +153.2% |
| 5Y | +230.2% | +54.3% | +175.9% | +105.8% |
| 10Y | +265.6% | +149.8% | +115.7% | +35.7% |
| All | +145.5% | +179.6% | -34.1% | -20.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling