+2,010.2%
VRT vs HRB
+182.0%
+1,828.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.6% |
| 7D | +18.6% | -7.8% | +26.4% | +19.8% |
| 30D | -11.7% | +15.7% | -27.4% | -14.0% |
| 3M | -27.3% | -5.5% | -21.8% | -27.1% |
| 6M | -42.9% | +41.1% | -84.0% | -47.3% |
| YTD | +29.5% | +20.4% | +9.1% | +23.0% |
| 1Y | +21.0% | +15.2% | +5.8% | +16.2% |
| 3Y | +403.1% | +24.3% | +378.8% | +344.5% |
| 5Y | +688.8% | +144.7% | +544.1% | +437.0% |
| All | +2,010.2% | +182.0% | +1,828.2% | +1,144.6% |
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