+182.8%
VXUS vs IJH
+405.9%
-223.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | +0.1% |
| 7D | +1.6% | +1.0% | +0.6% | +0.8% |
| 30D | +1.0% | -3.1% | +4.1% | +3.4% |
| 3M | +5.7% | +1.9% | +3.7% | +4.2% |
| 6M | +13.6% | +11.0% | +2.6% | +5.4% |
| YTD | +17.4% | +14.7% | +2.7% | +6.3% |
| 1Y | +25.1% | +15.6% | +9.5% | +12.4% |
| 3Y | +75.8% | +52.5% | +23.3% | +26.5% |
| 5Y | +55.4% | +49.1% | +6.3% | +12.0% |
| 10Y | +146.4% | +177.7% | -31.3% | +2.3% |
| All | +182.8% | +405.9% | -223.1% | -33.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling