+221.8%
VT vs HRB
+221.6%
+0.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | -0.1% |
| 7D | +2.4% | -5.1% | +7.4% | +3.2% |
| 30D | -1.5% | +8.7% | -10.2% | -3.1% |
| 3M | -4.1% | -5.4% | +1.3% | -3.6% |
| 6M | +0.6% | +41.6% | -41.0% | -6.6% |
| YTD | +11.0% | +18.7% | -7.6% | +5.9% |
| 1Y | +13.3% | +16.4% | -3.1% | +8.5% |
| 3Y | +73.4% | +22.0% | +51.4% | +61.1% |
| 5Y | +57.4% | +141.2% | -83.8% | +23.3% |
| All | +221.8% | +221.6% | +0.2% | +126.2% |
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