+58.6%
VT vs HRB
+144.6%
-85.9%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.1% | -4.0% | +3.9% | +0.2% |
| 30D | -3.1% | +15.8% | -18.8% | -4.5% |
| 3M | -3.5% | +12.0% | -15.5% | -4.9% |
| 6M | +0.5% | +40.7% | -40.3% | -3.7% |
| YTD | +10.8% | +21.0% | -10.2% | +8.8% |
| 1Y | +11.9% | +11.7% | +0.2% | +11.3% |
| 3Y | +73.0% | +25.0% | +48.0% | +65.0% |
| 5Y | +58.6% | +141.0% | -82.4% | +33.3% |
| All | +58.6% | +144.6% | -85.9% | +33.3% |
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 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