+1,573.8%
VSAT vs HRB
+1,593.8%
-20.1%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -4.0% | +9.0% | +6.3% |
| 7D | +11.8% | -5.7% | +17.5% | +13.8% |
| 30D | -7.0% | +7.9% | -15.0% | -9.8% |
| 3M | +3.3% | +32.1% | -28.8% | -7.3% |
| 6M | +57.4% | +62.2% | -4.8% | +29.2% |
| YTD | +118.6% | +16.4% | +102.2% | +99.9% |
| 1Y | +150.2% | -0.3% | +150.5% | +140.1% |
| 3Y | +160.7% | +36.0% | +124.7% | +121.0% |
| 5Y | +51.2% | +125.2% | -74.0% | +3.4% |
| 10Y | -0.7% | +237.7% | -238.3% | -45.5% |
| All | +1,573.8% | +1,593.8% | -20.1% | +376.3% |
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