+291.1%
VRSN vs HRB
+209.1%
+81.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.2% |
| 7D | +0.2% | -8.0% | +8.2% | +1.9% |
| 30D | +3.8% | -16.0% | +19.7% | +7.3% |
| 3M | +5.0% | +26.9% | -21.9% | -0.4% |
| 6M | +24.9% | +51.1% | -26.3% | +13.6% |
| YTD | +21.6% | +7.1% | +14.6% | +18.3% |
| 1Y | +2.4% | -9.6% | +12.0% | +2.9% |
| 3Y | +47.3% | +25.4% | +21.9% | +36.5% |
| 5Y | +34.7% | +114.9% | -80.2% | +10.1% |
| All | +291.1% | +209.1% | +81.9% | +191.6% |
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