+13.3%
VXUS vs XHB
-1.7%
+15.0%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | -0.5% | -4.1% | +3.6% | +0.9% |
| 30D | -1.2% | +9.6% | -10.8% | -4.4% |
| 3M | -3.8% | -6.0% | +2.2% | -1.7% |
| 6M | -1.7% | +2.2% | -3.9% | -3.2% |
| YTD | +11.4% | +1.1% | +10.3% | +9.3% |
| 1Y | +13.3% | -1.7% | +15.1% | +12.0% |
| All | +13.3% | -1.7% | +15.0% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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