+402.8%
VUG vs HRB
+221.6%
+181.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.7% |
| 7D | +2.5% | -5.1% | +7.6% | +3.4% |
| 30D | -6.3% | +8.7% | -14.9% | -7.8% |
| 3M | -6.0% | -5.4% | -0.6% | -5.5% |
| 6M | -3.5% | +41.6% | -45.1% | -10.5% |
| YTD | +3.9% | +18.7% | -14.7% | -1.0% |
| 1Y | +5.1% | +16.4% | -11.3% | +0.5% |
| 3Y | +77.9% | +22.0% | +55.9% | +64.8% |
| 5Y | +62.4% | +141.2% | -78.8% | +27.8% |
| All | +402.8% | +221.6% | +181.3% | +256.9% |
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