+80.6%
VTV vs HRB
+114.1%
-33.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.7% |
| 7D | -1.1% | -8.0% | +6.9% | -0.1% |
| 30D | -1.0% | -16.0% | +14.9% | +1.0% |
| 3M | +4.6% | +26.9% | -22.2% | +1.0% |
| 6M | +13.5% | +51.1% | -37.6% | +6.3% |
| YTD | +18.5% | +7.1% | +11.4% | +17.5% |
| 1Y | +22.9% | -9.6% | +32.5% | +25.5% |
| 3Y | +67.8% | +25.4% | +42.4% | +58.2% |
| All | +80.6% | +114.1% | -33.4% | +55.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling