+47.2%
VXUS vs HBM
+217.3%
-170.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +9.0% | -6.1% | +1.1% |
| 7D | +0.8% | +5.0% | -4.3% | -0.3% |
| 30D | -1.9% | -12.7% | +10.9% | +0.5% |
| 3M | -4.4% | -17.4% | +13.0% | -1.4% |
| 6M | -2.0% | -8.9% | +6.9% | -1.8% |
| YTD | +11.1% | +14.9% | -3.8% | +5.2% |
| 1Y | +15.1% | +41.4% | -26.4% | +4.4% |
| 3Y | +70.4% | +462.1% | -391.7% | +12.1% |
| 5Y | +47.2% | +224.0% | -176.8% | +3.2% |
| All | +47.2% | +217.3% | -170.1% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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