+146.2%
VXUS vs HRB
+221.6%
-75.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.2% |
| 7D | +2.1% | -5.1% | +7.2% | +2.9% |
| 30D | -1.1% | +8.7% | -9.8% | -2.4% |
| 3M | -5.6% | -5.4% | -0.2% | -5.2% |
| 6M | -2.3% | +41.6% | -43.8% | -8.2% |
| YTD | +10.4% | +18.7% | -8.3% | +6.1% |
| 1Y | +13.1% | +16.4% | -3.4% | +9.0% |
| 3Y | +68.0% | +22.0% | +46.0% | +58.0% |
| 5Y | +45.8% | +141.2% | -95.4% | +17.7% |
| All | +146.2% | +221.6% | -75.4% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling