+81.7%
VRT vs HRB
-8.2%
+89.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.9% |
| 7D | -7.7% | -12.2% | +4.5% | -13.3% |
| 30D | -12.0% | -3.0% | -9.0% | -12.7% |
| 3M | -11.7% | +21.7% | -33.4% | +2.7% |
| 6M | -8.1% | +52.3% | -60.4% | +20.5% |
| YTD | +53.2% | +6.5% | +46.7% | +71.9% |
| 1Y | +81.7% | -6.7% | +88.3% | +100.4% |
| All | +81.7% | -8.2% | +89.9% | +100.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling