+1,855.0%
VRT vs HRB
+183.4%
+1,671.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -17.7% | -4.0% | -13.6% | -17.4% |
| 30D | -20.0% | +15.8% | -35.8% | -22.1% |
| 3M | -28.1% | +12.0% | -40.1% | -30.0% |
| 6M | -42.8% | +40.7% | -83.6% | -47.3% |
| YTD | +20.0% | +21.0% | -1.0% | +13.9% |
| 1Y | +3.5% | +11.7% | -8.1% | +0.5% |
| 3Y | +366.1% | +25.0% | +341.2% | +311.6% |
| 5Y | +632.2% | +141.0% | +491.1% | +401.5% |
| All | +1,855.0% | +183.4% | +1,671.6% | +1,052.3% |
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