+120.6%
VLO vs HRB
+16.9%
+103.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +4.4% | -10.1% | -6.0% |
| 7D | -6.0% | +16.0% | -22.0% | -7.0% |
| 30D | -12.9% | +32.1% | -44.9% | -14.6% |
| 3M | +18.3% | +21.5% | -3.2% | +16.1% |
| 6M | +46.4% | +82.1% | -35.6% | +38.5% |
| YTD | +127.7% | +31.6% | +96.1% | +121.8% |
| 1Y | +120.6% | +15.9% | +104.7% | +124.1% |
| All | +120.6% | +16.9% | +103.7% | +124.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling