+1,636.0%
VSH vs HRB
+3,357.9%
-1,721.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.0% | +8.4% | +5.7% |
| 7D | +4.1% | -5.7% | +9.7% | +5.9% |
| 30D | -4.2% | +7.9% | -12.1% | -7.2% |
| 3M | -50.0% | +32.1% | -82.1% | -55.6% |
| 6M | +80.2% | +62.2% | +17.9% | +45.8% |
| YTD | +121.1% | +16.4% | +104.7% | +98.7% |
| 1Y | +112.0% | -0.3% | +112.3% | +99.9% |
| 3Y | +22.5% | +36.0% | -13.5% | +0.7% |
| 5Y | +64.0% | +125.2% | -61.2% | +8.7% |
| 10Y | +170.4% | +237.7% | -67.3% | +42.6% |
| All | +1,636.0% | +3,357.9% | -1,721.9% | +270.4% |
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