+146.4%
VXUS vs HDB
+34.0%
+112.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | +0.5% |
| 7D | +1.6% | -2.0% | +3.6% | +2.2% |
| 30D | +1.0% | -4.9% | +5.9% | +2.4% |
| 3M | +5.7% | -2.3% | +8.0% | +5.9% |
| 6M | +13.6% | -23.7% | +37.3% | +22.3% |
| YTD | +17.4% | -38.5% | +55.9% | +34.7% |
| 1Y | +25.1% | -36.5% | +61.5% | +41.8% |
| 3Y | +75.8% | -28.5% | +104.3% | +89.0% |
| 5Y | +55.4% | -37.4% | +92.7% | +70.9% |
| 10Y | +146.4% | +34.0% | +112.4% | +112.9% |
| All | +146.4% | +34.0% | +112.4% | +112.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling