+1,474.1%
VTR vs HRB
+1,336.4%
+137.7%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.5% | +6.0% | +1.6% |
| 7D | -2.4% | -9.1% | +6.7% | +0.4% |
| 30D | -3.7% | +0.3% | -4.0% | -4.4% |
| 3M | +13.5% | +23.4% | -9.9% | +5.2% |
| 6M | +7.2% | +45.1% | -37.9% | -7.1% |
| YTD | +17.6% | +8.9% | +8.7% | +10.6% |
| 1Y | +35.4% | -7.9% | +43.3% | +34.0% |
| 3Y | +132.8% | +27.9% | +104.9% | +101.1% |
| 5Y | +88.7% | +108.3% | -19.7% | +33.9% |
| 10Y | +87.6% | +208.4% | -120.8% | +10.4% |
| All | +1,474.1% | +1,336.4% | +137.7% | +476.3% |
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