+33.2%
VRSN vs HRB
+140.6%
-107.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.5% |
| 7D | +1.4% | -5.1% | +6.5% | +2.4% |
| 30D | +3.9% | +8.7% | -4.8% | +2.0% |
| 3M | +9.3% | -5.4% | +14.7% | +10.2% |
| 6M | +6.7% | +41.6% | -34.9% | -1.2% |
| YTD | +30.0% | +18.7% | +11.4% | +24.0% |
| 1Y | +26.0% | +16.4% | +9.6% | +20.5% |
| 3Y | +53.1% | +22.0% | +31.2% | +42.5% |
| All | +33.2% | +140.6% | -107.4% | +5.7% |
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