+249.2%
HPE vs VXUS
+75.9%
+173.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.4% | +8.1% | +8.2% |
| 7D | +10.1% | +1.6% | +8.6% | +8.0% |
| 30D | +5.3% | +1.0% | +4.3% | +4.0% |
| 3M | +12.7% | +5.7% | +7.0% | +5.4% |
| 6M | +167.7% | +13.6% | +154.1% | +129.5% |
| YTD | +135.5% | +17.4% | +118.1% | +92.9% |
| 1Y | +143.4% | +25.1% | +118.3% | +84.1% |
| 3Y | +249.2% | +75.8% | +173.3% | +71.0% |
| All | +249.2% | +75.9% | +173.3% | +71.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling