+18.0%
VTEB vs HRB
+209.1%
-191.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.2% | +0.3% |
| 7D | -0.9% | -8.0% | +7.1% | -0.7% |
| 30D | -2.5% | -16.0% | +13.5% | -2.1% |
| 3M | -3.0% | +26.9% | -29.8% | -3.7% |
| 6M | -2.1% | +51.1% | -53.2% | -3.4% |
| YTD | -1.5% | +7.1% | -8.5% | -1.8% |
| 1Y | +0.2% | -9.6% | +9.8% | +0.3% |
| 3Y | +8.6% | +25.4% | -16.9% | +7.3% |
| 5Y | +1.2% | +114.9% | -113.7% | -2.2% |
| All | +18.0% | +209.1% | -191.1% | +11.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling