+141.0%
HRB price history and return analytics
+57.5%
+83.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | -4.0% | -0.1% | -3.9% | -4.0% |
| 30D | +15.8% | -3.1% | +18.8% | +17.1% |
| 3M | +12.0% | -3.5% | +15.5% | +13.6% |
| 6M | +40.7% | +0.5% | +40.3% | +39.5% |
| YTD | +21.0% | +10.8% | +10.2% | +13.2% |
| 1Y | +11.7% | +11.9% | -0.2% | +3.8% |
| 3Y | +25.0% | +73.0% | -48.0% | -14.1% |
| 5Y | +141.0% | +58.6% | +82.4% | +74.4% |
| All | +141.0% | +57.5% | +83.5% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling