-69.9%
VFC vs HRB
+207.5%
-277.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.4% |
| 7D | -3.3% | -12.2% | +8.9% | +0.5% |
| 30D | -14.0% | -3.0% | -11.1% | -13.9% |
| 3M | -22.6% | +21.7% | -44.3% | -28.4% |
| 6M | -24.7% | +52.3% | -77.0% | -36.5% |
| YTD | -29.0% | +6.5% | -35.4% | -32.5% |
| 1Y | -13.8% | -6.7% | -7.1% | -14.2% |
| 3Y | -28.2% | +25.1% | -53.4% | -38.4% |
| 5Y | -79.0% | +113.8% | -192.8% | -85.7% |
| All | -69.9% | +207.5% | -277.4% | -83.4% |
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