+105.5%
V vs HRB
+142.1%
-36.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | +0.5% |
| 7D | -0.8% | -2.4% | +1.6% | -0.4% |
| 30D | +9.5% | +15.7% | -6.2% | +6.6% |
| 3M | +16.7% | +11.4% | +5.3% | +13.9% |
| 6M | +32.9% | +40.7% | -7.8% | +24.0% |
| YTD | +21.1% | +21.0% | +0.1% | +16.3% |
| 1Y | +26.6% | +7.2% | +19.4% | +24.8% |
| 3Y | +78.4% | +29.2% | +49.2% | +65.6% |
| 5Y | +105.5% | +142.3% | -36.9% | +52.1% |
| All | +105.5% | +142.1% | -36.7% | +52.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling