+614.6%
VLO vs HRB
+104.8%
+509.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +1.8% |
| 7D | +6.2% | -10.6% | +16.9% | +7.9% |
| 30D | +23.5% | -0.8% | +24.3% | +23.1% |
| 3M | +53.9% | +19.1% | +34.8% | +48.3% |
| 6M | +81.7% | +48.7% | +33.0% | +68.0% |
| YTD | +142.5% | +7.1% | +135.4% | +137.3% |
| 1Y | +145.4% | -8.3% | +153.8% | +147.1% |
| 3Y | +197.3% | +25.8% | +171.5% | +171.6% |
| 5Y | +614.6% | +111.1% | +503.5% | +513.0% |
| All | +614.6% | +104.8% | +509.8% | +513.0% |
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