+52.6%
VXUS vs IJH
+45.7%
+7.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.7% |
| 7D | -1.9% | -2.5% | +0.6% | -0.3% |
| 30D | -0.7% | -5.0% | +4.3% | +2.7% |
| 3M | +4.9% | +0.5% | +4.4% | +4.6% |
| 6M | +9.7% | +8.2% | +1.4% | +4.5% |
| YTD | +15.0% | +12.5% | +2.6% | +6.9% |
| 1Y | +22.4% | +14.4% | +8.1% | +12.5% |
| 3Y | +72.2% | +49.5% | +22.7% | +31.2% |
| 5Y | +52.6% | +47.8% | +4.8% | +15.2% |
| All | +52.6% | +45.7% | +7.0% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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