+144.6%
HRB vs VT
+59.8%
+84.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -0.5% |
| 7D | -8.1% | -0.7% | -7.4% | -7.9% |
| 30D | +15.0% | -1.7% | +16.8% | +15.7% |
| 3M | +10.2% | -2.3% | +12.5% | +11.2% |
| 6M | +44.2% | +1.5% | +42.7% | +42.3% |
| YTD | +21.0% | +12.0% | +8.9% | +12.6% |
| 1Y | +12.0% | +12.9% | -0.9% | +3.8% |
| 3Y | +24.9% | +74.9% | -50.0% | -14.5% |
| 5Y | +144.6% | +59.9% | +84.7% | +76.7% |
| All | +144.6% | +59.8% | +84.8% | +76.7% |
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