+789.7%
VFC vs HRB
+3,357.9%
-2,568.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.0% | +6.4% | +3.4% |
| 7D | -1.6% | -5.7% | +4.1% | -0.1% |
| 30D | -11.6% | +7.9% | -19.5% | -14.0% |
| 3M | -18.1% | +32.1% | -50.2% | -25.1% |
| 6M | -27.4% | +62.2% | -89.6% | -38.3% |
| YTD | -24.8% | +16.4% | -41.2% | -30.1% |
| 1Y | -8.2% | -0.3% | -7.9% | -10.9% |
| 3Y | -29.1% | +36.0% | -65.1% | -38.5% |
| 5Y | -79.2% | +125.2% | -204.4% | -84.7% |
| 10Y | -68.1% | +237.7% | -305.8% | -80.2% |
| All | +789.7% | +3,357.9% | -2,568.2% | +167.9% |
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