+25.5%
HRB vs VO
+56.0%
-30.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.3% |
| 7D | -10.6% | -0.6% | -10.0% | -10.4% |
| 30D | -0.8% | -1.9% | +1.1% | +0.1% |
| 3M | +19.1% | +3.3% | +15.8% | +17.5% |
| 6M | +48.7% | +9.7% | +39.0% | +42.1% |
| YTD | +7.1% | +12.6% | -5.5% | +1.1% |
| 1Y | -8.3% | +13.6% | -22.0% | -14.1% |
| All | +25.5% | +56.0% | -30.6% | -4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling