+36,299.7%
VLO vs HRB
+3,475.6%
+32,824.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.2% |
| 7D | +6.8% | -7.8% | +14.5% | +9.3% |
| 30D | -17.9% | +15.7% | -33.6% | -21.6% |
| 3M | +13.5% | -5.5% | +19.1% | +14.6% |
| 6M | +53.0% | +41.1% | +11.9% | +35.4% |
| YTD | +133.7% | +20.4% | +113.4% | +113.1% |
| 1Y | +115.7% | +15.2% | +100.4% | +99.1% |
| 3Y | +231.9% | +24.3% | +207.6% | +191.0% |
| 5Y | +471.6% | +144.7% | +326.9% | +291.9% |
| 10Y | +780.7% | +227.8% | +552.9% | +422.6% |
| All | +36,299.7% | +3,475.6% | +32,824.1% | +10,999.6% |
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