+38.6%
HPQ vs VXUS
+54.3%
-15.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.8% | +5.7% | +5.6% |
| 7D | +2.2% | +0.3% | +1.9% | +1.9% |
| 30D | +9.7% | +0.7% | +9.1% | +9.0% |
| 3M | +32.7% | +4.8% | +28.0% | +26.0% |
| 6M | +77.7% | +11.3% | +66.4% | +56.9% |
| YTD | +51.0% | +16.5% | +34.5% | +25.9% |
| 1Y | +18.4% | +24.3% | -5.9% | -8.2% |
| 3Y | +25.6% | +74.5% | -48.9% | -33.5% |
| 5Y | +38.6% | +54.3% | -15.7% | -17.1% |
| All | +38.6% | +54.3% | -15.7% | -17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling