-46.6%
VG vs HRB
+4.4%
-51.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +5.5% | -8.1% | +13.6% | +5.7% |
| 30D | -3.6% | +15.0% | -18.6% | -4.4% |
| 3M | -4.0% | +10.2% | -14.2% | -4.6% |
| 6M | +9.4% | +44.2% | -34.8% | +6.5% |
| YTD | +86.6% | +21.0% | +65.7% | +69.8% |
| 1Y | +69.5% | +12.0% | +57.5% | +50.1% |
| All | -46.6% | +4.4% | -51.0% | -52.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling