+46.1%
VXUS vs HDB
-23.2%
+69.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | +2.1% | +2.7% | -0.6% | +1.4% |
| 30D | -1.1% | +14.1% | -15.3% | -4.7% |
| 3M | -5.6% | +11.8% | -17.4% | -8.6% |
| 6M | -2.3% | +8.2% | -10.4% | -5.0% |
| YTD | +10.4% | -29.3% | +39.7% | +20.1% |
| 1Y | +13.1% | -28.8% | +41.8% | +22.7% |
| 3Y | +68.0% | -7.5% | +75.5% | +65.9% |
| All | +46.1% | -23.2% | +69.3% | +48.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling