+167.6%
VXUS vs HDB
+302.8%
-135.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.7% | +0.2% | +2.0% |
| 7D | +0.8% | +13.7% | -12.9% | -3.5% |
| 30D | -1.9% | +15.8% | -17.7% | -6.7% |
| 3M | -4.4% | +9.2% | -13.6% | -7.5% |
| 6M | -2.0% | +3.2% | -5.1% | -3.8% |
| YTD | +11.1% | -29.4% | +40.5% | +23.2% |
| 1Y | +15.1% | -27.9% | +43.0% | +26.6% |
| 3Y | +70.4% | -5.9% | +76.3% | +67.7% |
| 5Y | +47.2% | -23.5% | +70.7% | +52.6% |
| 10Y | +142.3% | +61.3% | +80.9% | +78.1% |
| All | +167.6% | +302.8% | -135.2% | +28.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling