+588.9%
VST vs HRB
+145.8%
+443.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -4.2% | +14.8% | +10.5% |
| 7D | -9.8% | +2.7% | -12.5% | -9.9% |
| 30D | -25.1% | +22.1% | -47.2% | -25.4% |
| 3M | -11.6% | +15.7% | -27.3% | -11.9% |
| 6M | -20.9% | +83.3% | -104.3% | -23.8% |
| YTD | -22.3% | +25.0% | -47.3% | -22.0% |
| 1Y | -32.0% | +6.9% | -39.0% | -30.5% |
| 3Y | +262.4% | +39.0% | +223.3% | +242.7% |
| All | +588.9% | +145.8% | +443.1% | +483.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling