+183.8%
VXUS vs HRB
+572.6%
-388.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.0% | +4.5% | +1.2% |
| 7D | +1.0% | -5.7% | +6.7% | +2.0% |
| 30D | +2.2% | +7.9% | -5.7% | +0.5% |
| 3M | +3.0% | +32.1% | -29.2% | -2.9% |
| 6M | +10.7% | +62.2% | -51.6% | -0.6% |
| YTD | +17.8% | +16.4% | +1.4% | +12.7% |
| 1Y | +27.6% | -0.3% | +27.8% | +25.7% |
| 3Y | +73.3% | +36.0% | +37.3% | +57.0% |
| 5Y | +54.3% | +125.2% | -70.9% | +22.3% |
| 10Y | +149.8% | +237.7% | -87.8% | +65.6% |
| All | +183.8% | +572.6% | -388.8% | +29.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling