+172.5%
VEA vs HRB
+343.2%
-170.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.5% | +6.0% | +1.2% |
| 7D | +1.9% | -9.1% | +10.9% | +4.2% |
| 30D | +0.8% | +0.3% | +0.5% | +0.1% |
| 3M | +5.7% | +23.4% | -17.7% | -0.9% |
| 6M | +13.3% | +45.1% | -31.8% | +0.4% |
| YTD | +18.4% | +8.9% | +9.5% | +12.6% |
| 1Y | +27.0% | -7.9% | +34.9% | +25.9% |
| 3Y | +79.3% | +27.9% | +51.3% | +58.5% |
| 5Y | +62.1% | +108.3% | -46.2% | +20.8% |
| 10Y | +160.3% | +208.4% | -48.2% | +53.8% |
| All | +172.5% | +343.2% | -170.6% | +18.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling