-50.0%
VTRS vs HRB
+209.1%
-259.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -2.2% | -8.0% | +5.8% | -0.5% |
| 30D | +3.3% | -16.0% | +19.3% | +6.9% |
| 3M | +2.0% | +26.9% | -24.9% | -3.7% |
| 6M | +19.9% | +51.1% | -31.2% | +8.4% |
| YTD | +35.7% | +7.1% | +28.7% | +31.3% |
| 1Y | +68.1% | -9.6% | +77.7% | +68.4% |
| 3Y | +87.1% | +25.4% | +61.7% | +71.0% |
| 5Y | +47.6% | +114.9% | -67.3% | +16.7% |
| All | -50.0% | +209.1% | -259.1% | -64.3% |
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 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