-25.5%
VFC vs HRB
+28.7%
-54.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.5% | +4.6% | -1.3% |
| 7D | +0.8% | -9.1% | +9.9% | +1.7% |
| 30D | -11.9% | +0.3% | -12.2% | -12.1% |
| 3M | -20.2% | +23.4% | -43.5% | -22.2% |
| 6M | -23.0% | +45.1% | -68.1% | -26.6% |
| YTD | -26.2% | +8.9% | -35.1% | -25.8% |
| 1Y | -13.3% | -7.9% | -5.4% | -10.3% |
| 3Y | -25.5% | +27.9% | -53.4% | -28.5% |
| All | -25.5% | +28.7% | -54.2% | -28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling