+63.9%
VXUS vs HST
+77.0%
-13.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.2% |
| 7D | -1.8% | -2.7% | +0.9% | -1.0% |
| 30D | -4.6% | +10.7% | -15.3% | -7.3% |
| 3M | -6.1% | +6.3% | -12.3% | -7.7% |
| 6M | -4.9% | +19.0% | -23.9% | -9.9% |
| YTD | +8.1% | +47.0% | -39.0% | -3.8% |
| 1Y | +12.1% | +53.4% | -41.4% | -1.5% |
| 3Y | +63.9% | +78.0% | -14.1% | +33.0% |
| All | +63.9% | +77.0% | -13.2% | +33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling