+632.2%
VRT vs HRB
+144.6%
+487.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -17.7% | -4.0% | -13.6% | -17.8% |
| 30D | -20.0% | +15.8% | -35.8% | -19.8% |
| 3M | -28.1% | +12.0% | -40.1% | -27.9% |
| 6M | -42.8% | +40.7% | -83.6% | -43.1% |
| YTD | +20.0% | +21.0% | -1.0% | +25.0% |
| 1Y | +3.5% | +11.7% | -8.1% | +10.0% |
| 3Y | +366.1% | +25.0% | +341.2% | +336.1% |
| 5Y | +632.2% | +141.0% | +491.1% | +373.8% |
| All | +632.2% | +144.6% | +487.6% | +373.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling