+636.8%
HLT vs VXUS
+151.5%
+485.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.5% |
| 7D | -1.5% | +0.3% | -1.7% | -1.7% |
| 30D | -1.2% | +0.7% | -1.9% | -1.9% |
| 3M | -10.3% | +4.8% | -15.1% | -14.6% |
| 6M | +1.3% | +11.3% | -10.1% | -9.4% |
| YTD | +7.0% | +16.5% | -9.5% | -8.6% |
| 1Y | +11.9% | +24.3% | -12.4% | -10.5% |
| 3Y | +100.7% | +74.5% | +26.2% | +14.1% |
| 5Y | +147.5% | +54.3% | +93.2% | +59.7% |
| 10Y | +586.5% | +150.1% | +436.4% | +186.4% |
| All | +636.8% | +151.5% | +485.3% | +206.7% |
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