+45.9%
VXUS vs HST
+83.0%
-37.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.6% |
| 7D | +2.3% | +3.6% | -1.3% | +1.2% |
| 30D | -2.2% | +9.9% | -12.1% | -5.0% |
| 3M | -5.4% | +12.9% | -18.3% | -8.9% |
| 6M | -1.2% | +22.9% | -24.1% | -7.7% |
| YTD | +10.4% | +52.4% | -42.0% | -3.6% |
| 1Y | +11.8% | +52.5% | -40.7% | -2.4% |
| 3Y | +68.4% | +87.4% | -19.0% | +35.0% |
| 5Y | +45.9% | +82.9% | -37.1% | +15.3% |
| All | +45.9% | +83.0% | -37.2% | +15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling