+66.6%
VT vs HRB
+126.2%
-59.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.0% | +4.0% | +0.4% |
| 7D | +0.4% | -5.7% | +6.1% | +1.0% |
| 30D | +1.0% | +7.9% | -6.9% | 0.0% |
| 3M | +2.4% | +32.1% | -29.7% | -1.0% |
| 6M | +12.0% | +62.2% | -50.2% | +4.9% |
| YTD | +15.3% | +16.4% | -1.1% | +13.7% |
| 1Y | +22.6% | -0.3% | +22.9% | +23.9% |
| 3Y | +74.7% | +36.0% | +38.6% | +63.2% |
| All | +66.6% | +126.2% | -59.7% | +41.8% |
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