+414.3%
VUG vs HRB
+209.1%
+205.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.8% |
| 7D | -0.5% | -8.0% | +7.5% | +0.9% |
| 30D | -1.0% | -16.0% | +15.0% | +2.0% |
| 3M | +3.5% | +26.9% | -23.3% | -1.6% |
| 6M | +14.2% | +51.1% | -36.9% | +4.0% |
| YTD | +8.5% | +7.1% | +1.4% | +5.6% |
| 1Y | +12.9% | -9.6% | +22.5% | +13.5% |
| 3Y | +85.6% | +25.4% | +60.2% | +70.4% |
| 5Y | +78.1% | +114.9% | -36.8% | +43.5% |
| All | +414.3% | +209.1% | +205.2% | +269.0% |
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