+129.7%
VTR vs HRB
+25.9%
+103.8%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.5% |
| 7D | -0.3% | -8.0% | +7.7% | +0.3% |
| 30D | +1.1% | -16.0% | +17.1% | +2.4% |
| 3M | +7.9% | +26.9% | -19.0% | +6.1% |
| 6M | +6.2% | +51.1% | -45.0% | +3.2% |
| YTD | +17.7% | +7.1% | +10.7% | +19.0% |
| 1Y | +32.9% | -9.6% | +42.5% | +37.6% |
| 3Y | +129.7% | +25.4% | +104.3% | +110.6% |
| All | +129.7% | +25.9% | +103.8% | +110.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling