+148.0%
VXUS vs HRB
+209.3%
-61.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.9% | -0.5% |
| 7D | +0.3% | -10.6% | +10.9% | +1.9% |
| 30D | +0.7% | -0.8% | +1.5% | +0.5% |
| 3M | +4.8% | +19.1% | -14.3% | +1.4% |
| 6M | +11.3% | +48.7% | -37.4% | +3.1% |
| YTD | +16.5% | +7.1% | +9.4% | +14.0% |
| 1Y | +24.3% | -8.3% | +32.6% | +24.8% |
| 3Y | +74.5% | +25.8% | +48.7% | +62.5% |
| 5Y | +54.3% | +111.1% | -56.8% | +27.4% |
| All | +148.0% | +209.3% | -61.2% | +81.1% |
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