+177.1%
VRTX vs HRB
+104.8%
+72.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.2% | -1.3% |
| 7D | -6.4% | -10.6% | +4.2% | -5.3% |
| 30D | -0.5% | -0.8% | +0.3% | -0.6% |
| 3M | +16.9% | +19.1% | -2.2% | +14.4% |
| 6M | +13.1% | +48.7% | -35.6% | +7.5% |
| YTD | +14.9% | +7.1% | +7.8% | +14.0% |
| 1Y | +31.4% | -8.3% | +39.8% | +33.2% |
| 3Y | +51.9% | +25.8% | +26.1% | +45.2% |
| 5Y | +177.1% | +111.1% | +66.0% | +141.2% |
| All | +177.1% | +104.8% | +72.2% | +141.2% |
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