+1,277.6%
VFC vs HRB
+3,424.8%
-2,147.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.4% | +4.7% | +3.6% |
| 7D | +1.6% | -5.1% | +6.7% | +3.0% |
| 30D | +25.5% | +8.7% | +16.8% | +22.6% |
| 3M | +41.3% | -5.4% | +46.7% | +42.9% |
| 6M | +22.2% | +41.6% | -19.3% | +9.1% |
| YTD | +16.4% | +18.7% | -2.3% | +7.3% |
| 1Y | +38.4% | +16.4% | +22.0% | +28.3% |
| 3Y | +56.2% | +22.0% | +34.2% | +39.8% |
| 5Y | -68.2% | +141.2% | -209.4% | -77.1% |
| 10Y | -48.4% | +223.1% | -271.5% | -67.6% |
| All | +1,277.6% | +3,424.8% | -2,147.3% | +311.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling