+12,036.0%
VRTX vs HRB
+1,911.8%
+10,124.2%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.0% | +1.9% | -1.1% |
| 7D | +0.8% | -5.7% | +6.5% | +2.2% |
| 30D | +12.6% | +7.9% | +4.7% | +10.0% |
| 3M | +23.6% | +32.1% | -8.5% | +14.4% |
| 6M | +14.3% | +62.2% | -48.0% | -0.8% |
| YTD | +20.5% | +16.4% | +4.1% | +13.0% |
| 1Y | +37.6% | -0.3% | +37.9% | +34.0% |
| 3Y | +55.5% | +36.0% | +19.5% | +37.0% |
| 5Y | +175.7% | +125.2% | +50.5% | +106.9% |
| 10Y | +474.2% | +237.7% | +236.5% | +246.4% |
| All | +12,036.0% | +1,911.8% | +10,124.2% | +3,557.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling