+1,238.2%
VST vs HRB
+199.0%
+1,039.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.5% | +8.1% | +2.7% |
| 7D | +9.9% | -9.1% | +18.9% | +11.5% |
| 30D | +7.9% | +0.3% | +7.7% | +7.4% |
| 3M | +3.4% | +23.4% | -20.0% | -1.4% |
| 6M | -4.1% | +45.1% | -49.2% | -12.4% |
| YTD | -5.7% | +8.9% | -14.6% | -8.6% |
| 1Y | -18.9% | -7.9% | -11.0% | -18.8% |
| 3Y | +359.1% | +27.9% | +331.1% | +312.1% |
| 5Y | +766.9% | +108.3% | +658.6% | +570.5% |
| All | +1,238.2% | +199.0% | +1,039.2% | +779.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling