+12.1%
VXUS vs HWM
+0.1%
+12.0%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.4% | -0.3% |
| 7D | -1.8% | +3.4% | -5.1% | -2.6% |
| 30D | -4.6% | -7.5% | +3.0% | -3.2% |
| 3M | -6.1% | -28.9% | +22.8% | +1.0% |
| 6M | -4.9% | -19.6% | +14.7% | -1.5% |
| YTD | +8.1% | +0.6% | +7.4% | +5.8% |
| 1Y | +12.1% | +0.3% | +11.8% | +10.1% |
| All | +12.1% | +0.1% | +12.0% | +10.1% |
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