+87.1%
VTRS vs HRB
+25.9%
+61.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -2.2% | -8.0% | +5.8% | -1.1% |
| 30D | +3.3% | -16.0% | +19.3% | +5.6% |
| 3M | +2.0% | +26.9% | -24.9% | -2.1% |
| 6M | +19.9% | +51.1% | -31.2% | +11.6% |
| YTD | +35.7% | +7.1% | +28.7% | +32.1% |
| 1Y | +68.1% | -9.6% | +77.7% | +68.2% |
| 3Y | +87.1% | +25.4% | +61.7% | +65.3% |
| All | +87.1% | +25.9% | +61.2% | +65.3% |
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 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