+25.7%
HYG vs VXUS
+70.7%
-45.0%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.2% |
| 7D | -0.7% | -1.9% | +1.2% | -0.3% |
| 30D | -0.6% | -0.7% | +0.2% | -0.4% |
| 3M | +0.4% | +4.9% | -4.5% | -0.8% |
| 6M | +1.2% | +9.7% | -8.4% | -1.3% |
| YTD | +1.5% | +15.0% | -13.5% | -2.4% |
| 1Y | +3.2% | +22.4% | -19.3% | -2.5% |
| All | +25.7% | +70.7% | -45.0% | +6.2% |
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 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