+65.3%
VYM vs HRB
+25.9%
+39.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.1% | +0.6% |
| 7D | -0.8% | -8.0% | +7.2% | -0.3% |
| 30D | -2.2% | -16.0% | +13.7% | -1.2% |
| 3M | +3.1% | +26.9% | -23.8% | +1.2% |
| 6M | +9.7% | +51.1% | -41.4% | +6.0% |
| YTD | +14.9% | +7.1% | +7.8% | +15.9% |
| 1Y | +17.6% | -9.6% | +27.2% | +21.5% |
| 3Y | +65.3% | +25.4% | +39.9% | +57.8% |
| All | +65.3% | +25.9% | +39.4% | +57.8% |
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