+54.4%
VXUS vs HDB
-35.4%
+89.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +1.0% | +0.4% | +0.6% | +0.9% |
| 30D | +2.2% | -2.8% | +5.0% | +2.9% |
| 3M | +3.0% | -3.5% | +6.5% | +3.5% |
| 6M | +10.7% | -24.7% | +35.4% | +18.9% |
| YTD | +17.8% | -36.6% | +54.4% | +32.5% |
| 1Y | +27.6% | -34.4% | +62.0% | +41.8% |
| 3Y | +73.3% | -24.4% | +97.7% | +82.0% |
| All | +54.4% | -35.4% | +89.8% | +66.2% |
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