+204.0%
VYM vs HRB
+209.1%
-5.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.1% | +0.6% |
| 7D | -0.8% | -8.0% | +7.2% | +0.8% |
| 30D | -2.2% | -16.0% | +13.7% | +1.0% |
| 3M | +3.1% | +26.9% | -23.8% | -2.6% |
| 6M | +9.7% | +51.1% | -41.4% | -1.0% |
| YTD | +14.9% | +7.1% | +7.8% | +11.5% |
| 1Y | +17.6% | -9.6% | +27.2% | +18.4% |
| 3Y | +65.3% | +25.4% | +39.9% | +50.9% |
| 5Y | +78.7% | +114.9% | -36.2% | +39.5% |
| All | +204.0% | +209.1% | -5.1% | +106.6% |
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 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