+1,205.2%
VST vs HRB
+246.2%
+959.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.2% | +10.6% | +7.8% |
| 7D | -0.5% | -2.4% | +1.9% | -0.4% |
| 30D | -17.1% | +15.7% | -32.8% | -19.4% |
| 3M | -4.6% | +11.4% | -16.0% | -7.2% |
| 6M | -9.1% | +40.7% | -49.8% | -15.8% |
| YTD | -16.6% | +21.0% | -37.6% | -21.0% |
| 1Y | -29.5% | +7.2% | -36.7% | -31.5% |
| 3Y | +297.5% | +29.2% | +268.4% | +258.0% |
| 5Y | +654.5% | +142.3% | +512.2% | +464.2% |
| 10Y | +1,205.2% | +253.1% | +952.2% | +755.5% |
| All | +1,205.2% | +246.2% | +959.0% | +755.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling