+199.1%
HRB vs VOO
+325.3%
-126.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.1% |
| 7D | -8.0% | -0.8% | -7.3% | -7.5% |
| 30D | -16.0% | -1.1% | -14.9% | -15.2% |
| 3M | +26.9% | +3.9% | +23.0% | +22.8% |
| 6M | +51.1% | +13.6% | +37.5% | +35.3% |
| YTD | +7.1% | +12.7% | -5.7% | -3.5% |
| 1Y | -9.6% | +17.6% | -27.2% | -21.6% |
| 3Y | +25.4% | +77.3% | -51.9% | -25.5% |
| 5Y | +114.9% | +84.1% | +30.8% | +21.5% |
| All | +199.1% | +325.3% | -126.1% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling