+63.7%
VIG vs HRB
+114.1%
-50.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.7% |
| 7D | -1.1% | -8.0% | +7.0% | -0.1% |
| 30D | -2.7% | -16.0% | +13.2% | -0.8% |
| 3M | +2.5% | +26.9% | -24.3% | -1.0% |
| 6M | +9.2% | +51.1% | -41.9% | +2.3% |
| YTD | +9.8% | +7.1% | +2.8% | +8.8% |
| 1Y | +12.4% | -9.6% | +22.0% | +14.6% |
| 3Y | +55.9% | +25.4% | +30.5% | +46.5% |
| All | +63.7% | +114.1% | -50.4% | +40.1% |
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