+234.9%
HRB vs VT
+222.7%
+12.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | -5.7% | +0.4% | -6.1% | -6.0% |
| 30D | +7.9% | +1.0% | +6.9% | +7.1% |
| 3M | +32.1% | +2.4% | +29.7% | +28.9% |
| 6M | +62.2% | +12.0% | +50.2% | +45.8% |
| YTD | +16.4% | +15.3% | +1.1% | +2.0% |
| 1Y | -0.3% | +22.6% | -22.9% | -17.4% |
| 3Y | +36.0% | +74.7% | -38.6% | -19.6% |
| 5Y | +125.2% | +66.1% | +59.1% | +38.6% |
| All | +234.9% | +222.7% | +12.1% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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