+34.0%
VSH vs HRB
+25.9%
+8.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +0.5% |
| 7D | +3.5% | -10.6% | +14.1% | +2.3% |
| 30D | -4.4% | -0.8% | -3.6% | -4.3% |
| 3M | -45.8% | +19.1% | -64.9% | -44.8% |
| 6M | +90.1% | +48.7% | +41.4% | +92.5% |
| YTD | +120.3% | +7.1% | +113.2% | +132.9% |
| 1Y | +112.2% | -8.3% | +120.6% | +129.2% |
| All | +34.0% | +25.9% | +8.1% | +28.6% |
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