+954.4%
VTI vs HRB
+563.9%
+390.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.5% | +5.9% | +1.1% |
| 7D | +0.6% | -9.1% | +9.7% | +3.1% |
| 30D | -1.1% | +0.3% | -1.4% | -1.7% |
| 3M | +3.9% | +23.4% | -19.5% | -2.8% |
| 6M | +14.6% | +45.1% | -30.5% | +1.3% |
| YTD | +13.3% | +8.9% | +4.4% | +7.7% |
| 1Y | +19.2% | -7.9% | +27.1% | +18.1% |
| 3Y | +77.4% | +27.9% | +49.5% | +56.8% |
| 5Y | +74.0% | +108.3% | -34.3% | +30.3% |
| 10Y | +294.6% | +208.4% | +86.2% | +140.1% |
| All | +954.4% | +563.9% | +390.4% | +333.1% |
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