+35,889.1%
VLO vs HRB
+3,357.9%
+32,531.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.0% | +4.0% | +1.2% |
| 7D | +5.2% | -5.7% | +10.9% | +7.0% |
| 30D | +22.6% | +7.9% | +14.7% | +19.1% |
| 3M | +43.8% | +32.1% | +11.6% | +30.5% |
| 6M | +65.7% | +62.2% | +3.5% | +39.6% |
| YTD | +131.1% | +16.4% | +114.7% | +114.0% |
| 1Y | +143.6% | -0.3% | +143.9% | +135.8% |
| 3Y | +201.4% | +36.0% | +165.3% | +157.7% |
| 5Y | +568.9% | +125.2% | +443.7% | +372.5% |
| 10Y | +891.8% | +237.7% | +654.1% | +486.0% |
| All | +35,889.1% | +3,357.9% | +32,531.2% | +11,045.5% |
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