+1.5%
VSAT vs HRB
+209.1%
-207.7%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.4% | 0.0% |
| 7D | -1.3% | -8.0% | +6.7% | +1.0% |
| 30D | -14.8% | -16.0% | +1.2% | -10.6% |
| 3M | +2.2% | +26.9% | -24.7% | -6.3% |
| 6M | +60.2% | +51.1% | +9.1% | +36.0% |
| YTD | +115.6% | +7.1% | +108.6% | +104.8% |
| 1Y | +132.9% | -9.6% | +142.5% | +133.4% |
| 3Y | +216.1% | +25.4% | +190.7% | +176.1% |
| 5Y | +52.9% | +114.9% | -62.0% | +4.7% |
| All | +1.5% | +209.1% | -207.7% | -42.1% |
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