+153.1%
HRB vs VT
+53.4%
+99.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -4.3% |
| 7D | +2.7% | -2.3% | +5.0% | +3.7% |
| 30D | +22.1% | -5.0% | +27.0% | +24.6% |
| 3M | +15.7% | -4.9% | +20.6% | +18.1% |
| 6M | +83.3% | -1.5% | +84.9% | +83.2% |
| YTD | +25.0% | +8.5% | +16.5% | +18.1% |
| 1Y | +6.9% | +11.4% | -4.4% | -0.6% |
| 3Y | +39.0% | +70.1% | -31.0% | -3.7% |
| All | +153.1% | +53.4% | +99.7% | +85.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling