+125.7%
VMC vs HRB
+221.6%
-95.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.9% | -0.2% |
| 7D | -1.3% | -5.1% | +3.8% | 0.0% |
| 30D | +15.5% | +8.7% | +6.8% | +13.0% |
| 3M | +0.6% | -5.4% | +6.0% | +1.7% |
| 6M | +2.1% | +41.6% | -39.5% | -7.9% |
| YTD | -1.6% | +18.7% | -20.2% | -7.9% |
| 1Y | -1.2% | +16.4% | -17.6% | -7.1% |
| 3Y | +35.3% | +22.0% | +13.3% | +21.9% |
| 5Y | +43.6% | +141.2% | -97.6% | +1.0% |
| All | +125.7% | +221.6% | -95.9% | +32.6% |
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 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