+1,002.6%
VST vs HRB
+243.3%
+759.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -4.2% | +14.8% | +11.2% |
| 7D | -9.8% | +2.7% | -12.5% | -10.4% |
| 30D | -25.1% | +22.1% | -47.2% | -27.9% |
| 3M | -11.6% | +15.7% | -27.3% | -14.4% |
| 6M | -20.9% | +83.3% | -104.3% | -30.8% |
| YTD | -22.3% | +25.0% | -47.3% | -26.7% |
| 1Y | -32.0% | +6.9% | -39.0% | -33.8% |
| 3Y | +262.4% | +39.0% | +223.3% | +221.3% |
| 5Y | +563.4% | +146.4% | +417.0% | +396.1% |
| 10Y | +1,120.7% | +254.4% | +866.3% | +675.3% |
| All | +1,002.6% | +243.3% | +759.2% | +605.1% |
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