+75.8%
VT vs HRB
+33.7%
+42.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.2% | +5.8% | +2.7% |
| 7D | +0.4% | -2.4% | +2.8% | +0.4% |
| 30D | -2.6% | +15.7% | -18.3% | -3.0% |
| 3M | -3.2% | +11.4% | -14.6% | -3.5% |
| 6M | +0.9% | +40.7% | -39.8% | -0.3% |
| YTD | +11.3% | +21.0% | -9.6% | +12.5% |
| 1Y | +14.0% | +7.2% | +6.8% | +16.7% |
| 3Y | +75.8% | +29.2% | +46.7% | +71.5% |
| All | +75.8% | +33.7% | +42.1% | +71.5% |
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