+53.4%
VT vs HRB
+145.8%
-92.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.4% | +0.6% |
| 7D | -2.3% | +2.7% | -5.0% | -2.6% |
| 30D | -5.0% | +22.1% | -27.0% | -6.8% |
| 3M | -4.9% | +15.7% | -20.6% | -6.5% |
| 6M | -1.5% | +83.3% | -84.9% | -8.9% |
| YTD | +8.5% | +25.0% | -16.5% | +6.2% |
| 1Y | +11.4% | +6.9% | +4.4% | +11.9% |
| 3Y | +70.1% | +39.0% | +31.0% | +59.2% |
| All | +53.4% | +145.8% | -92.4% | +28.2% |
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