+70.1%
VT vs HRB
+36.2%
+33.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.4% | +0.3% |
| 7D | -2.3% | +2.7% | -5.0% | -2.4% |
| 30D | -5.0% | +22.1% | -27.0% | -5.4% |
| 3M | -4.9% | +15.7% | -20.6% | -5.2% |
| 6M | -1.5% | +83.3% | -84.9% | -4.0% |
| YTD | +8.5% | +25.0% | -16.5% | +9.5% |
| 1Y | +11.4% | +6.9% | +4.4% | +14.4% |
| 3Y | +70.1% | +39.0% | +31.0% | +67.6% |
| All | +70.1% | +36.2% | +33.8% | +67.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling