-26.6%
VRSK vs HRB
+25.9%
-52.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -5.2% | -8.0% | +2.9% | -3.2% |
| 30D | -2.3% | -16.0% | +13.6% | +1.9% |
| 3M | -2.9% | +26.9% | -29.8% | -8.5% |
| 6M | -12.8% | +51.1% | -63.9% | -21.1% |
| YTD | -20.8% | +7.1% | -27.9% | -23.1% |
| 1Y | -33.2% | -9.6% | -23.6% | -33.1% |
| 3Y | -26.6% | +25.4% | -52.0% | -31.1% |
| All | -26.6% | +25.9% | -52.5% | -31.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling