+545.5%
HRB vs VOO
+812.0%
-266.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.6% | -5.9% | -6.0% |
| 7D | -9.1% | +0.5% | -9.6% | -9.4% |
| 30D | +0.3% | -0.9% | +1.2% | +1.1% |
| 3M | +23.4% | +3.9% | +19.5% | +19.1% |
| 6M | +45.1% | +14.5% | +30.6% | +28.0% |
| YTD | +8.9% | +13.0% | -4.1% | -2.7% |
| 1Y | -7.9% | +19.4% | -27.3% | -22.0% |
| 3Y | +27.9% | +78.9% | -50.9% | -26.4% |
| 5Y | +108.3% | +82.3% | +26.1% | +16.0% |
| 10Y | +208.4% | +314.2% | -105.8% | -23.4% |
| All | +545.5% | +812.0% | -266.5% | -30.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling