+1,250.4%
VUG vs HRB
+271.1%
+979.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.5% | +0.5% |
| 7D | -0.1% | -5.7% | +5.6% | +1.3% |
| 30D | -0.3% | +7.9% | -8.2% | -2.6% |
| 3M | -0.7% | +32.1% | -32.8% | -8.2% |
| 6M | +14.6% | +62.2% | -47.6% | -0.7% |
| YTD | +9.0% | +16.4% | -7.4% | +2.4% |
| 1Y | +14.9% | -0.3% | +15.1% | +11.9% |
| 3Y | +86.0% | +36.0% | +50.0% | +63.0% |
| 5Y | +76.7% | +125.2% | -48.5% | +31.9% |
| 10Y | +411.3% | +237.7% | +173.6% | +209.1% |
| All | +1,250.4% | +271.1% | +979.3% | +554.0% |
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 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