+810.9%
VOO vs HRB
+604.0%
+207.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.1% |
| 7D | +2.6% | -5.1% | +7.7% | +3.6% |
| 30D | -2.0% | +8.7% | -10.7% | -3.8% |
| 3M | -2.8% | -5.4% | +2.6% | -2.1% |
| 6M | +2.2% | +41.6% | -39.4% | -6.3% |
| YTD | +11.5% | +18.7% | -7.1% | +5.2% |
| 1Y | +13.5% | +16.4% | -2.9% | +7.4% |
| 3Y | +78.1% | +22.0% | +56.1% | +63.4% |
| 5Y | +73.1% | +141.2% | -68.1% | +32.2% |
| 10Y | +310.7% | +223.1% | +87.6% | +170.2% |
| All | +810.9% | +604.0% | +207.0% | +367.4% |
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