-6.7%
HRB vs VO
+12.4%
-19.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | -12.2% | -2.5% | -9.7% | -12.0% |
| 30D | -3.0% | -3.2% | +0.3% | -2.7% |
| 3M | +21.7% | +3.9% | +17.8% | +22.2% |
| 6M | +52.3% | +9.6% | +42.7% | +49.8% |
| YTD | +6.5% | +11.6% | -5.1% | +5.2% |
| 1Y | -6.7% | +12.6% | -19.3% | -9.6% |
| All | -6.7% | +12.4% | -19.1% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling