+13.1%
VXUS vs HST
+53.2%
-40.1%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +2.1% | +3.6% | -1.4% | +1.0% |
| 30D | -1.1% | +11.2% | -12.3% | -4.2% |
| 3M | -5.6% | +13.1% | -18.7% | -9.0% |
| 6M | -2.3% | +23.9% | -26.2% | -9.9% |
| YTD | +10.4% | +52.3% | -41.9% | -4.6% |
| 1Y | +13.1% | +56.7% | -43.6% | -3.1% |
| All | +13.1% | +53.2% | -40.1% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 1y: compounded portfolio wealth divided by compounded HST 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…
1y analysis · Full analysis span regression · 6 months rolling