+61.8%
VNQ vs HRB
+209.1%
-147.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.6% |
| 7D | -1.3% | -8.0% | +6.8% | +0.6% |
| 30D | -2.6% | -16.0% | +13.4% | +1.2% |
| 3M | -2.0% | +26.9% | -28.9% | -8.1% |
| 6M | +4.3% | +51.1% | -46.8% | -7.2% |
| YTD | +9.2% | +7.1% | +2.2% | +5.5% |
| 1Y | +5.6% | -9.6% | +15.2% | +6.4% |
| 3Y | +30.8% | +25.4% | +5.4% | +18.2% |
| 5Y | +8.0% | +114.9% | -106.9% | -17.8% |
| All | +61.8% | +209.1% | -147.4% | +5.9% |
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