+67.0%
VSH vs HRB
+104.8%
-37.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +0.8% |
| 7D | +3.5% | -10.6% | +14.1% | +3.9% |
| 30D | -4.4% | -0.8% | -3.6% | -4.5% |
| 3M | -45.8% | +19.1% | -64.9% | -46.7% |
| 6M | +90.1% | +48.7% | +41.4% | +80.6% |
| YTD | +120.3% | +7.1% | +113.2% | +122.5% |
| 1Y | +112.2% | -8.3% | +120.6% | +120.8% |
| 3Y | +36.6% | +25.8% | +10.7% | +28.5% |
| 5Y | +67.0% | +111.1% | -44.1% | +45.0% |
| All | +67.0% | +104.8% | -37.8% | +45.0% |
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