+150.2%
VSAT vs HRB
+1.1%
+149.2%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -4.0% | +9.0% | +4.8% |
| 7D | +11.8% | -5.7% | +17.5% | +11.5% |
| 30D | -7.0% | +7.9% | -15.0% | -6.5% |
| 3M | +3.3% | +32.1% | -28.8% | +4.7% |
| 6M | +57.4% | +62.2% | -4.8% | +60.0% |
| YTD | +118.6% | +16.4% | +102.2% | +125.7% |
| 1Y | +150.2% | -0.3% | +150.5% | +165.8% |
| All | +150.2% | +1.1% | +149.2% | +165.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling