+1,216.9%
VST vs HRB
+219.7%
+997.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.0% | +7.5% | +4.2% |
| 7D | +8.9% | -5.7% | +14.6% | +9.9% |
| 30D | +6.2% | +7.9% | -1.7% | +4.5% |
| 3M | -2.7% | +32.1% | -34.9% | -8.3% |
| 6M | -8.4% | +62.2% | -70.6% | -18.0% |
| YTD | -7.2% | +16.4% | -23.6% | -11.0% |
| 1Y | -20.9% | -0.3% | -20.6% | -21.9% |
| 3Y | +384.0% | +36.0% | +348.0% | +330.6% |
| 5Y | +757.1% | +125.2% | +631.9% | +554.1% |
| All | +1,216.9% | +219.7% | +997.2% | +756.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling