+36,773.5%
VLO vs HRB
+3,424.8%
+33,348.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.7% |
| 7D | +9.6% | -5.1% | +14.7% | +11.3% |
| 30D | -17.4% | +8.7% | -26.1% | -19.7% |
| 3M | +10.8% | -5.4% | +16.2% | +11.7% |
| 6M | +56.9% | +41.6% | +15.4% | +38.7% |
| YTD | +136.8% | +18.7% | +118.1% | +116.8% |
| 1Y | +120.7% | +16.4% | +104.2% | +103.0% |
| 3Y | +231.9% | +22.0% | +209.9% | +192.6% |
| 5Y | +479.0% | +141.2% | +337.8% | +298.6% |
| 10Y | +792.2% | +223.1% | +569.0% | +431.6% |
| All | +36,773.5% | +3,424.8% | +33,348.7% | +11,191.0% |
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 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