-44.6%
VG vs HRB
+2.4%
-46.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.9% |
| 7D | +14.0% | -5.1% | +19.0% | +14.1% |
| 30D | -1.0% | +8.7% | -9.6% | -1.5% |
| 3M | -2.7% | -5.4% | +2.7% | -2.4% |
| 6M | +1.5% | +41.6% | -40.1% | -1.2% |
| YTD | +93.7% | +18.7% | +75.1% | +76.3% |
| 1Y | +68.5% | +16.4% | +52.1% | +52.1% |
| All | -44.6% | +2.4% | -46.9% | -50.2% |
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