+382.2%
HRB price history and return analytics
+360.7%
+21.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -0.9% |
| 7D | -8.1% | -0.7% | -7.4% | -7.8% |
| 30D | +15.0% | -1.7% | +16.8% | +16.1% |
| 3M | +10.2% | -2.3% | +12.5% | +11.8% |
| 6M | +44.2% | +1.5% | +42.7% | +40.8% |
| YTD | +21.0% | +12.0% | +8.9% | +8.4% |
| 1Y | +12.0% | +12.9% | -0.9% | -0.3% |
| 3Y | +24.9% | +74.9% | -50.0% | -23.2% |
| 5Y | +144.6% | +59.9% | +84.7% | +60.3% |
| 10Y | +229.4% | +224.6% | +4.8% | +23.5% |
| All | +382.2% | +360.7% | +21.6% | +35.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling