+55.1%
VEU vs HRB
+114.1%
-58.9%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +1.0% |
| 7D | -1.4% | -8.0% | +6.6% | -0.9% |
| 30D | -0.4% | -16.0% | +15.5% | +0.7% |
| 3M | +2.5% | +26.9% | -24.3% | +0.3% |
| 6M | +11.1% | +51.1% | -40.0% | +6.4% |
| YTD | +16.5% | +7.1% | +9.5% | +16.6% |
| 1Y | +22.9% | -9.6% | +32.5% | +25.9% |
| 3Y | +73.4% | +25.4% | +48.0% | +66.2% |
| All | +55.1% | +114.1% | -58.9% | +36.9% |
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