-13.0%
VFC vs HRB
-6.2%
-6.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.5% | +3.8% | +4.3% |
| 7D | -1.4% | -8.0% | +6.6% | -1.1% |
| 30D | -9.0% | -16.0% | +7.0% | -8.4% |
| 3M | -24.2% | +26.9% | -51.0% | -25.3% |
| 6M | -18.5% | +51.1% | -69.6% | -21.0% |
| YTD | -25.9% | +7.1% | -32.9% | -17.6% |
| 1Y | -13.0% | -9.6% | -3.4% | +4.5% |
| All | -13.0% | -6.2% | -6.8% | +4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling