+243.8%
HPQ vs VXUS
+151.1%
+92.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.0% | +7.4% | +7.3% |
| 7D | +9.8% | -1.4% | +11.2% | +11.5% |
| 30D | +22.4% | -0.5% | +22.8% | +22.9% |
| 3M | +45.2% | +2.6% | +42.6% | +40.2% |
| 6M | +96.4% | +10.9% | +85.6% | +71.7% |
| YTD | +65.4% | +16.1% | +49.2% | +36.1% |
| 1Y | +31.6% | +22.3% | +9.3% | +2.0% |
| 3Y | +37.0% | +72.0% | -35.0% | -28.7% |
| 5Y | +53.0% | +54.1% | -1.1% | -9.1% |
| All | +243.8% | +151.1% | +92.7% | +27.0% |
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 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