+2,260.0%
VGT vs HRB
+241.5%
+2,018.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.3% |
| 7D | +1.5% | -10.6% | +12.1% | +4.2% |
| 30D | +0.5% | -0.8% | +1.4% | +0.2% |
| 3M | +5.3% | +19.1% | -13.8% | -0.6% |
| 6M | +32.4% | +48.7% | -16.3% | +16.5% |
| YTD | +28.6% | +7.1% | +21.5% | +22.8% |
| 1Y | +37.6% | -8.3% | +46.0% | +36.4% |
| 3Y | +125.5% | +25.8% | +99.7% | +99.9% |
| 5Y | +135.2% | +111.1% | +24.1% | +76.0% |
| 10Y | +812.9% | +206.6% | +606.3% | +455.6% |
| All | +2,260.0% | +241.5% | +2,018.5% | +1,052.8% |
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