-32.0%
VST vs HRB
+9.5%
-41.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -4.2% | +14.8% | +9.6% |
| 7D | -9.8% | +2.7% | -12.5% | -9.2% |
| 30D | -25.1% | +22.1% | -47.2% | -22.3% |
| 3M | -11.6% | +15.7% | -27.3% | -8.7% |
| 6M | -20.9% | +83.3% | -104.3% | -13.9% |
| YTD | -22.3% | +25.0% | -47.3% | -16.7% |
| 1Y | -32.0% | +6.9% | -39.0% | -32.0% |
| All | -32.0% | +9.5% | -41.5% | -32.0% |
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 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