+25.1%
VXUS vs HWM
+30.1%
-5.1%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -10.7% | +10.3% | +1.9% |
| 7D | +1.6% | -9.2% | +10.7% | +3.5% |
| 30D | +1.0% | -17.9% | +18.9% | +5.3% |
| 3M | +5.7% | -6.0% | +11.7% | +6.1% |
| 6M | +13.6% | -7.4% | +20.9% | +13.5% |
| YTD | +17.4% | +13.1% | +4.3% | +13.1% |
| 1Y | +25.1% | +29.3% | -4.2% | +18.2% |
| All | +25.1% | +30.1% | -5.1% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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