+377.4%
VT vs HRB
+353.2%
+24.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.0% | +4.0% | +1.0% |
| 7D | +0.4% | -5.7% | +6.1% | +1.9% |
| 30D | +1.0% | +7.9% | -6.9% | -1.4% |
| 3M | +2.4% | +32.1% | -29.7% | -5.7% |
| 6M | +12.0% | +62.2% | -50.2% | -3.6% |
| YTD | +15.3% | +16.4% | -1.1% | +8.0% |
| 1Y | +22.6% | -0.3% | +22.9% | +19.4% |
| 3Y | +74.7% | +36.0% | +38.6% | +52.1% |
| 5Y | +66.1% | +125.2% | -59.1% | +21.3% |
| 10Y | +225.0% | +237.7% | -12.7% | +87.8% |
| All | +377.4% | +353.2% | +24.3% | +117.4% |
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