+55.9%
VFC vs HRB
+24.9%
+31.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.4% | -8.1% | +6.7% | -0.5% |
| 30D | +30.7% | +15.0% | +15.7% | +28.9% |
| 3M | +40.6% | +10.2% | +30.4% | +39.0% |
| 6M | +16.5% | +44.2% | -27.8% | +11.1% |
| YTD | +16.2% | +21.0% | -4.8% | +15.8% |
| 1Y | +42.4% | +12.0% | +30.5% | +44.0% |
| All | +55.9% | +24.9% | +31.0% | +35.4% |
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 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