+612.2%
VIG vs HRB
+311.2%
+300.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.1% |
| 7D | -1.2% | -10.6% | +9.4% | +1.4% |
| 30D | -2.8% | -0.8% | -2.0% | -3.2% |
| 3M | +2.5% | +19.1% | -16.6% | -2.7% |
| 6M | +8.1% | +48.7% | -40.6% | -4.0% |
| YTD | +9.6% | +7.1% | +2.5% | +5.1% |
| 1Y | +14.2% | -8.3% | +22.5% | +13.7% |
| 3Y | +56.1% | +25.8% | +30.3% | +40.2% |
| 5Y | +62.8% | +111.1% | -48.2% | +24.2% |
| 10Y | +248.2% | +206.6% | +41.6% | +118.8% |
| All | +612.2% | +311.2% | +300.9% | +249.3% |
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