+33.3%
HRB vs VLTO
+55.4%
-22.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | 0.0% |
| 7D | -7.8% | +0.8% | -8.6% | -8.1% |
| 30D | +15.7% | +18.7% | -2.9% | +7.8% |
| 3M | -5.5% | +21.7% | -27.2% | -12.9% |
| 6M | +41.1% | +35.8% | +5.3% | +24.9% |
| YTD | +20.4% | +18.3% | +2.1% | +11.4% |
| 1Y | +15.2% | +20.9% | -5.7% | +6.0% |
| 3Y | +24.3% | +68.8% | -44.5% | +9.0% |
| All | +33.3% | +55.4% | -22.0% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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