+2,397.0%
VRT vs HRB
+149.4%
+2,247.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.5% |
| 7D | -7.7% | -12.2% | +4.5% | -5.9% |
| 30D | -12.0% | -3.0% | -9.0% | -11.9% |
| 3M | -11.7% | +21.7% | -33.4% | -15.9% |
| 6M | -8.1% | +52.3% | -60.4% | -18.1% |
| YTD | +53.2% | +6.5% | +46.7% | +49.1% |
| 1Y | +81.7% | -6.7% | +88.3% | +83.1% |
| 3Y | +535.3% | +25.1% | +510.2% | +446.7% |
| 5Y | +916.4% | +113.8% | +802.6% | +610.8% |
| All | +2,397.0% | +149.4% | +2,247.6% | +1,409.1% |
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