+230.7%
VSAT vs HRB
+28.0%
+202.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -6.5% | +9.7% | +4.0% |
| 7D | +17.3% | -9.1% | +26.4% | +18.5% |
| 30D | -3.3% | +0.3% | -3.5% | -3.6% |
| 3M | +18.7% | +23.4% | -4.7% | +14.2% |
| 6M | +77.6% | +45.1% | +32.4% | +65.1% |
| YTD | +125.6% | +8.9% | +116.7% | +128.2% |
| 1Y | +158.3% | -7.9% | +166.2% | +175.7% |
| All | +230.7% | +28.0% | +202.7% | +144.8% |
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 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