+54.2%
VRTX vs HRB
+28.7%
+25.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.5% | +3.3% | -2.7% |
| 7D | -3.4% | -9.1% | +5.6% | -2.9% |
| 30D | +6.6% | +0.3% | +6.4% | +6.5% |
| 3M | +19.4% | +23.4% | -4.0% | +17.6% |
| 6M | +15.8% | +45.1% | -29.3% | +12.8% |
| YTD | +16.7% | +8.9% | +7.8% | +17.0% |
| 1Y | +33.8% | -7.9% | +41.7% | +36.8% |
| 3Y | +54.2% | +27.9% | +26.2% | +54.4% |
| All | +54.2% | +28.7% | +25.5% | +54.4% |
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 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