-20.9%
VST vs HRB
+1.1%
-22.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.0% | +7.5% | +2.8% |
| 7D | +8.9% | -5.7% | +14.6% | +7.9% |
| 30D | +6.2% | +7.9% | -1.7% | +8.0% |
| 3M | -2.7% | +32.1% | -34.9% | +3.1% |
| 6M | -8.4% | +62.2% | -70.6% | -0.3% |
| YTD | -7.2% | +16.4% | -23.6% | -6.8% |
| 1Y | -20.9% | -0.3% | -20.6% | -26.2% |
| All | -20.9% | +1.1% | -22.0% | -26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling