+152.8%
HPQ vs VXUS
+179.6%
-26.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.7% | +1.7% |
| 7D | +6.9% | +1.0% | +5.9% | +5.8% |
| 30D | +14.4% | +2.2% | +12.2% | +11.9% |
| 3M | +25.6% | +3.0% | +22.7% | +20.9% |
| 6M | +75.0% | +10.7% | +64.4% | +54.8% |
| YTD | +50.7% | +17.8% | +32.8% | +24.3% |
| 1Y | +18.7% | +27.6% | -8.9% | -10.0% |
| 3Y | +21.5% | +73.3% | -51.8% | -33.1% |
| 5Y | +31.6% | +54.3% | -22.8% | -17.7% |
| 10Y | +216.1% | +149.8% | +66.2% | +25.2% |
| All | +152.8% | +179.6% | -26.8% | -15.2% |
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 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