+111.1%
VSH vs HRB
+221.6%
-110.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.4% | -2.8% | -3.9% |
| 7D | +14.3% | -5.1% | +19.4% | +15.5% |
| 30D | -7.9% | +8.7% | -16.5% | -10.1% |
| 3M | -19.9% | -5.4% | -14.5% | -19.8% |
| 6M | -30.5% | +41.6% | -72.1% | -38.2% |
| YTD | +85.7% | +18.7% | +67.0% | +71.1% |
| 1Y | +98.9% | +16.4% | +82.5% | +84.2% |
| 3Y | +32.1% | +22.0% | +10.1% | +16.5% |
| 5Y | +39.7% | +141.2% | -101.5% | -6.6% |
| All | +111.1% | +221.6% | -110.5% | +21.5% |
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