-50.2%
VFC vs HRB
+226.2%
-276.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.8% |
| 7D | -1.4% | -7.8% | +6.4% | +1.0% |
| 30D | +24.6% | +15.7% | +8.9% | +19.1% |
| 3M | +38.4% | -5.5% | +44.0% | +40.3% |
| 6M | +15.3% | +41.1% | -25.9% | +1.2% |
| YTD | +12.7% | +20.4% | -7.6% | +2.9% |
| 1Y | +32.7% | +15.2% | +17.4% | +23.0% |
| 3Y | +43.7% | +24.3% | +19.4% | +24.9% |
| 5Y | -69.2% | +144.7% | -213.9% | -80.0% |
| All | -50.2% | +226.2% | -276.5% | -73.3% |
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