+563.1%
HPE vs VXUS
+151.1%
+412.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.0% | +11.4% | +11.3% |
| 7D | +19.4% | -1.4% | +20.8% | +21.6% |
| 30D | +5.6% | -0.5% | +6.1% | +6.3% |
| 3M | +33.1% | +2.6% | +30.5% | +29.6% |
| 6M | +192.5% | +10.9% | +181.6% | +160.7% |
| YTD | +160.9% | +16.1% | +144.8% | +120.1% |
| 1Y | +155.0% | +22.3% | +132.7% | +102.9% |
| 3Y | +289.4% | +72.0% | +217.4% | +110.4% |
| 5Y | +395.7% | +54.1% | +341.5% | +203.9% |
| All | +563.1% | +151.1% | +412.0% | +148.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling