+54.3%
VXUS vs XHB
+34.8%
+19.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.2% |
| 7D | +0.3% | -1.9% | +2.2% | +1.0% |
| 30D | +0.7% | -8.3% | +9.0% | +3.9% |
| 3M | +4.8% | -7.1% | +11.9% | +7.3% |
| 6M | +11.3% | -5.3% | +16.6% | +12.9% |
| YTD | +16.5% | -3.2% | +19.7% | +16.9% |
| 1Y | +24.3% | -13.9% | +38.1% | +30.0% |
| 3Y | +74.5% | +24.9% | +49.6% | +53.2% |
| 5Y | +54.3% | +34.5% | +19.8% | +27.4% |
| All | +54.3% | +34.8% | +19.5% | +27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling