+57.9%
VT vs HRB
+143.9%
-86.0%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | +2.9% | -7.8% | +10.7% | +3.6% |
| 30D | -2.5% | +15.7% | -18.3% | -4.0% |
| 3M | -3.3% | -5.5% | +2.2% | -2.9% |
| 6M | +1.5% | +41.1% | -39.6% | -2.8% |
| YTD | +11.4% | +20.4% | -9.0% | +9.4% |
| 1Y | +11.9% | +15.2% | -3.3% | +10.7% |
| 3Y | +73.9% | +24.3% | +49.6% | +65.9% |
| 5Y | +57.9% | +144.7% | -86.8% | +32.0% |
| All | +57.9% | +143.9% | -86.0% | +32.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling