+55.4%
VXUS vs HIG
+122.5%
-67.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | +0.2% |
| 7D | +1.6% | -1.1% | +2.7% | +1.9% |
| 30D | +1.0% | -4.9% | +5.9% | +2.4% |
| 3M | +5.7% | +6.8% | -1.1% | +3.2% |
| 6M | +13.6% | -1.7% | +15.3% | +13.6% |
| YTD | +17.4% | -0.2% | +17.6% | +16.8% |
| 1Y | +25.1% | +5.7% | +19.4% | +21.8% |
| 3Y | +75.8% | +100.3% | -24.5% | +32.5% |
| 5Y | +55.4% | +118.5% | -63.1% | +10.1% |
| All | +55.4% | +122.5% | -67.2% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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