+20.6%
HRB vs VLTO
+26.2%
-5.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.8% | -5.7% | -6.1% |
| 7D | -9.1% | -1.6% | -7.5% | -8.4% |
| 30D | +0.3% | -2.9% | +3.1% | +1.4% |
| 3M | +23.4% | +12.7% | +10.7% | +18.3% |
| 6M | +45.1% | +1.6% | +43.6% | +43.8% |
| YTD | +8.9% | -4.0% | +12.9% | +9.9% |
| 1Y | -7.9% | -10.2% | +2.2% | -5.6% |
| All | +20.6% | +26.2% | -5.6% | +14.4% |
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