+348.0%
VT vs HRB
+408.2%
-60.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.2% | -3.9% |
| 7D | -4.2% | +10.7% | -14.9% | -6.6% |
| 30D | -5.8% | +29.0% | -34.8% | -11.8% |
| 3M | -5.2% | +21.0% | -26.2% | -10.5% |
| 6M | +0.1% | +86.9% | -86.8% | -16.9% |
| YTD | +8.2% | +30.5% | -22.3% | -1.9% |
| 1Y | +10.1% | +13.6% | -3.4% | +3.5% |
| 3Y | +69.7% | +42.0% | +27.6% | +46.1% |
| 5Y | +53.4% | +157.2% | -103.9% | +8.0% |
| 10Y | +219.2% | +270.0% | -50.8% | +80.1% |
| All | +348.0% | +408.2% | -60.1% | +97.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling