+425.8%
VRTX vs HRB
+207.5%
+218.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | -7.8% | -12.2% | +4.4% | -6.3% |
| 30D | -2.8% | -3.0% | +0.1% | -2.7% |
| 3M | +18.1% | +21.7% | -3.6% | +14.8% |
| 6M | +3.1% | +52.3% | -49.2% | -3.1% |
| YTD | +13.5% | +6.5% | +7.0% | +11.6% |
| 1Y | +32.4% | -6.7% | +39.1% | +32.5% |
| 3Y | +50.0% | +25.1% | +24.9% | +42.7% |
| 5Y | +172.9% | +113.8% | +59.1% | +138.7% |
| All | +425.8% | +207.5% | +218.3% | +323.7% |
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