+111.1%
HRB vs VO
+42.2%
+68.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.2% |
| 7D | -10.6% | -0.6% | -10.0% | -10.3% |
| 30D | -0.8% | -1.9% | +1.1% | +0.3% |
| 3M | +19.1% | +3.3% | +15.8% | +16.9% |
| 6M | +48.7% | +9.7% | +39.0% | +40.3% |
| YTD | +7.1% | +12.6% | -5.5% | -0.5% |
| 1Y | -8.3% | +13.6% | -22.0% | -15.5% |
| 3Y | +25.8% | +56.8% | -31.0% | -6.9% |
| 5Y | +111.1% | +42.3% | +68.8% | +65.2% |
| All | +111.1% | +42.2% | +68.9% | +65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling