+282.4%
HRB vs VO
+825.5%
-543.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.2% |
| 7D | -7.8% | +2.9% | -10.7% | -10.0% |
| 30D | +15.7% | +1.0% | +14.7% | +14.6% |
| 3M | -5.5% | -1.7% | -3.8% | -4.4% |
| 6M | +41.1% | +6.7% | +34.4% | +33.4% |
| YTD | +20.4% | +14.0% | +6.4% | +7.3% |
| 1Y | +15.2% | +13.7% | +1.6% | +2.9% |
| 3Y | +24.3% | +65.8% | -41.5% | -20.0% |
| 5Y | +144.7% | +36.6% | +108.1% | +82.2% |
| 10Y | +227.8% | +198.9% | +28.9% | +27.7% |
| All | +282.4% | +825.5% | -543.1% | -38.3% |
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