-17.3%
VCLT vs HRB
+114.1%
-131.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -1.4% | -8.0% | +6.7% | -1.0% |
| 30D | -1.2% | -16.0% | +14.8% | -0.5% |
| 3M | -4.8% | +26.9% | -31.6% | -5.8% |
| 6M | -2.6% | +51.1% | -53.7% | -4.5% |
| YTD | -3.3% | +7.1% | -10.4% | -3.4% |
| 1Y | -4.8% | -9.6% | +4.8% | -3.9% |
| 3Y | +11.5% | +25.4% | -13.9% | +10.1% |
| All | -17.3% | +114.1% | -131.4% | -18.9% |
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