+644.6%
VRT vs HRB
+28.7%
+615.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -6.5% | +10.1% | +1.6% |
| 7D | +13.6% | -9.1% | +22.7% | +10.5% |
| 30D | +6.8% | +0.3% | +6.5% | +7.4% |
| 3M | -3.2% | +23.4% | -26.6% | +6.0% |
| 6M | +20.3% | +45.1% | -24.8% | +39.5% |
| YTD | +79.6% | +8.9% | +70.7% | +103.2% |
| 1Y | +139.0% | -7.9% | +146.9% | +168.4% |
| 3Y | +644.6% | +27.9% | +616.7% | +612.6% |
| All | +644.6% | +28.7% | +615.9% | +612.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling