-79.0%
VFC vs HRB
+104.8%
-183.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -1.9% |
| 7D | -2.3% | -10.6% | +8.3% | -0.4% |
| 30D | -13.4% | -0.8% | -12.5% | -13.6% |
| 3M | -23.7% | +19.1% | -42.8% | -27.0% |
| 6M | -24.5% | +48.7% | -73.2% | -31.9% |
| YTD | -27.8% | +7.1% | -34.9% | -29.2% |
| 1Y | -13.5% | -8.3% | -5.1% | -11.5% |
| 3Y | -27.1% | +25.8% | -52.9% | -35.0% |
| 5Y | -79.0% | +111.1% | -190.1% | -83.5% |
| All | -79.0% | +104.8% | -183.9% | -83.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling