+113.8%
HRB vs VOO
+80.3%
+33.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -12.2% | -2.0% | -10.2% | -11.3% |
| 30D | -3.0% | -1.7% | -1.3% | -2.1% |
| 3M | +21.7% | +4.7% | +17.0% | +18.7% |
| 6M | +52.3% | +12.6% | +39.8% | +42.5% |
| YTD | +6.5% | +11.8% | -5.3% | +0.1% |
| 1Y | -6.7% | +17.5% | -24.2% | -15.0% |
| 3Y | +25.1% | +77.0% | -51.9% | -13.6% |
| 5Y | +113.8% | +82.6% | +31.2% | +44.6% |
| All | +113.8% | +80.3% | +33.4% | +44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling