+476.5%
V vs HRB
+226.2%
+250.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -0.4% | -7.8% | +7.4% | +1.5% |
| 30D | +6.3% | +15.7% | -9.4% | +2.6% |
| 3M | +17.2% | -5.5% | +22.7% | +18.3% |
| 6M | +29.2% | +41.1% | -11.9% | +17.7% |
| YTD | +20.8% | +20.4% | +0.4% | +13.3% |
| 1Y | +25.0% | +15.2% | +9.8% | +18.5% |
| 3Y | +75.3% | +24.3% | +51.0% | +59.6% |
| 5Y | +105.8% | +144.7% | -38.9% | +50.8% |
| All | +476.5% | +226.2% | +250.3% | +269.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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