+924.9%
VLO vs HRB
+209.1%
+715.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.1% |
| 7D | +5.3% | -8.0% | +13.3% | +8.0% |
| 30D | +18.2% | -16.0% | +34.2% | +24.6% |
| 3M | +53.3% | +26.9% | +26.5% | +39.1% |
| 6M | +70.4% | +51.1% | +19.3% | +43.4% |
| YTD | +143.4% | +7.1% | +136.3% | +130.2% |
| 1Y | +153.0% | -9.6% | +162.6% | +153.8% |
| 3Y | +195.0% | +25.4% | +169.6% | +149.3% |
| 5Y | +618.8% | +114.9% | +503.9% | +359.5% |
| All | +924.9% | +209.1% | +715.7% | +406.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling