+1,202.4%
VUG vs HRB
+285.6%
+916.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -10.4% |
| 3M | -3.7% | +10.2% | -13.9% | -6.9% |
| 6M | -1.6% | +44.2% | -45.9% | -11.7% |
| YTD | +5.1% | +21.0% | -15.8% | -2.7% |
| 1Y | +3.8% | +12.0% | -8.2% | -2.1% |
| 3Y | +79.9% | +24.9% | +54.9% | +60.9% |
| 5Y | +66.4% | +144.6% | -78.2% | +21.1% |
| 10Y | +405.3% | +229.4% | +175.9% | +207.3% |
| All | +1,202.4% | +285.6% | +916.8% | +521.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling