+621.7%
HPE vs VXUS
+157.1%
+464.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.5% | -5.0% | -5.1% |
| 7D | -0.6% | +1.0% | -1.6% | -1.7% |
| 30D | -2.3% | +2.2% | -4.5% | -4.7% |
| 3M | -2.9% | +3.0% | -5.8% | -5.6% |
| 6M | +143.6% | +10.7% | +132.9% | +117.4% |
| YTD | +118.5% | +17.8% | +100.7% | +81.1% |
| 1Y | +129.2% | +27.6% | +101.6% | +73.5% |
| 3Y | +212.5% | +73.3% | +139.2% | +67.4% |
| 5Y | +286.9% | +54.3% | +232.6% | +136.9% |
| 10Y | +432.3% | +149.8% | +282.5% | +88.2% |
| All | +621.7% | +157.1% | +464.6% | +154.6% |
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