+5.2%
VUG vs HRB
+16.9%
-11.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.4% | -2.8% | +1.7% |
| 7D | -3.0% | +16.0% | -19.1% | -2.5% |
| 30D | -6.4% | +32.1% | -38.5% | -5.8% |
| 3M | -3.2% | +21.5% | -24.7% | -2.6% |
| 6M | +3.1% | +82.1% | -79.0% | +4.0% |
| YTD | +6.3% | +31.6% | -25.3% | +8.1% |
| 1Y | +5.2% | +15.9% | -10.7% | +6.1% |
| All | +5.2% | +16.9% | -11.7% | +6.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling