+47.7%
VMC vs HRB
+104.8%
-57.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.6% | -3.0% |
| 7D | -5.3% | -10.6% | +5.3% | -3.8% |
| 30D | -12.3% | -0.8% | -11.4% | -12.4% |
| 3M | -10.3% | +19.1% | -29.3% | -13.0% |
| 6M | -8.6% | +48.7% | -57.3% | -15.0% |
| YTD | -11.9% | +7.1% | -19.0% | -12.5% |
| 1Y | -13.9% | -8.3% | -5.6% | -11.8% |
| 3Y | +18.2% | +25.8% | -7.7% | +9.3% |
| 5Y | +47.7% | +111.1% | -63.3% | +19.7% |
| All | +47.7% | +104.8% | -57.1% | +19.7% |
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