+80.0%
VUG vs HRB
+24.9%
+55.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -1.1% | -8.1% | +7.0% | -0.9% |
| 30D | -7.0% | +15.0% | -22.0% | -7.3% |
| 3M | -3.7% | +10.2% | -13.9% | -4.0% |
| 6M | -1.6% | +44.2% | -45.9% | -3.0% |
| YTD | +5.1% | +21.0% | -15.8% | +5.5% |
| 1Y | +3.8% | +12.0% | -8.2% | +4.7% |
| All | +80.0% | +24.9% | +55.0% | +76.7% |
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