+55.4%
VXUS vs HBM
+369.9%
-314.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.8% | -6.1% | -1.5% |
| 7D | +1.6% | +7.4% | -5.8% | +0.2% |
| 30D | +1.0% | +5.1% | -4.1% | -0.2% |
| 3M | +5.7% | +11.1% | -5.5% | +2.7% |
| 6M | +13.6% | +30.2% | -16.6% | +6.1% |
| YTD | +17.4% | +46.2% | -28.8% | +6.5% |
| 1Y | +25.1% | +120.0% | -95.0% | +4.2% |
| 3Y | +75.8% | +527.4% | -451.6% | +14.0% |
| 5Y | +55.4% | +400.4% | -345.0% | +1.4% |
| All | +55.4% | +369.9% | -314.5% | +1.4% |
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