+269.8%
HRB vs VO
+827.2%
-557.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.8% |
| 7D | -5.7% | -0.3% | -5.4% | -5.4% |
| 30D | +7.9% | -0.3% | +8.2% | +8.3% |
| 3M | +32.1% | +2.9% | +29.2% | +28.8% |
| 6M | +62.2% | +9.3% | +52.9% | +49.8% |
| YTD | +16.4% | +14.2% | +2.2% | +3.8% |
| 1Y | -0.3% | +15.3% | -15.5% | -12.0% |
| 3Y | +36.0% | +56.2% | -20.2% | -7.9% |
| 5Y | +125.2% | +42.4% | +82.8% | +62.0% |
| 10Y | +237.7% | +194.7% | +42.9% | +33.3% |
| All | +269.8% | +827.2% | -557.5% | -40.3% |
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