+252.8%
HRB vs VT
+215.5%
+37.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -4.4% |
| 7D | +2.7% | -2.3% | +5.0% | +4.5% |
| 30D | +22.1% | -5.0% | +27.0% | +26.5% |
| 3M | +15.7% | -4.9% | +20.6% | +19.9% |
| 6M | +83.3% | -1.5% | +84.9% | +83.0% |
| YTD | +25.0% | +8.5% | +16.5% | +14.4% |
| 1Y | +6.9% | +11.4% | -4.4% | -4.5% |
| 3Y | +39.0% | +70.1% | -31.0% | -16.9% |
| 5Y | +146.4% | +53.7% | +92.7% | +61.0% |
| All | +252.8% | +215.5% | +37.3% | +3.0% |
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