+213.7%
VT vs HRB
+249.6%
-36.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.4% | +0.9% |
| 7D | -2.3% | +2.7% | -5.0% | -2.8% |
| 30D | -5.0% | +22.1% | -27.0% | -8.3% |
| 3M | -4.9% | +15.7% | -20.6% | -7.8% |
| 6M | -1.5% | +83.3% | -84.9% | -13.2% |
| YTD | +8.5% | +25.0% | -16.5% | +2.6% |
| 1Y | +11.4% | +6.9% | +4.4% | +8.7% |
| 3Y | +70.1% | +39.0% | +31.0% | +54.0% |
| 5Y | +53.7% | +146.4% | -92.7% | +20.4% |
| All | +213.7% | +249.6% | -36.0% | +118.3% |
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