+276.9%
HRB vs VO
+825.6%
-548.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -5.1% | +3.1% | -8.2% | -7.5% |
| 30D | +8.7% | +2.2% | +6.5% | +6.6% |
| 3M | -5.4% | -2.5% | -2.9% | -3.6% |
| 6M | +41.6% | +7.0% | +34.6% | +33.5% |
| YTD | +18.7% | +14.0% | +4.7% | +5.8% |
| 1Y | +16.4% | +15.6% | +0.8% | +2.5% |
| 3Y | +22.0% | +66.2% | -44.2% | -21.6% |
| 5Y | +141.2% | +36.6% | +104.6% | +79.6% |
| 10Y | +223.1% | +199.0% | +24.2% | +25.9% |
| All | +276.9% | +825.6% | -548.7% | -39.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling