+47.1%
VSAT vs HRB
+104.8%
-57.7%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.6% | -5.3% | -6.7% |
| 7D | +3.5% | -10.6% | +14.1% | +5.1% |
| 30D | -14.7% | -0.8% | -13.9% | -14.9% |
| 3M | +13.2% | +19.1% | -5.9% | +9.0% |
| 6M | +57.4% | +48.7% | +8.7% | +44.0% |
| YTD | +110.0% | +7.1% | +102.9% | +107.2% |
| 1Y | +134.4% | -8.3% | +142.7% | +139.9% |
| 3Y | +203.5% | +25.8% | +177.7% | +183.8% |
| 5Y | +47.1% | +111.1% | -64.0% | +29.7% |
| All | +47.1% | +104.8% | -57.7% | +29.7% |
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