+124.8%
VGT vs HRB
+25.9%
+98.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.2% |
| 7D | -0.2% | -8.0% | +7.9% | -0.1% |
| 30D | -0.4% | -16.0% | +15.5% | -0.3% |
| 3M | +4.4% | +26.9% | -22.4% | +3.8% |
| 6M | +32.1% | +51.1% | -19.1% | +29.6% |
| YTD | +28.8% | +7.1% | +21.7% | +30.1% |
| 1Y | +35.3% | -9.6% | +45.0% | +39.0% |
| 3Y | +124.8% | +25.4% | +99.4% | +110.7% |
| All | +124.8% | +25.9% | +98.9% | +110.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling