+5,207.7%
VRSN vs HRB
+968.6%
+4,239.1%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.5% | +3.1% | -1.3% |
| 7D | -2.1% | -9.1% | +6.9% | +0.8% |
| 30D | -3.9% | +0.3% | -4.2% | -4.7% |
| 3M | -0.1% | +23.4% | -23.5% | -7.5% |
| 6M | +16.4% | +45.1% | -28.7% | +1.1% |
| YTD | +17.2% | +8.9% | +8.4% | +11.1% |
| 1Y | +1.0% | -7.9% | +8.9% | +0.6% |
| 3Y | +39.1% | +27.9% | +11.2% | +21.3% |
| 5Y | +29.0% | +108.3% | -79.3% | -7.6% |
| 10Y | +275.8% | +208.4% | +67.4% | +106.2% |
| All | +5,207.7% | +968.6% | +4,239.1% | +1,408.5% |
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