-13.4%
RH vs VOO
+12.4%
-25.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.3% | +2.0% | -0.1% |
| 7D | -6.8% | +0.1% | -6.8% | -7.0% |
| 30D | +16.8% | -3.3% | +20.1% | +24.6% |
| 3M | -30.4% | -2.4% | -28.0% | -26.9% |
| 6M | +2.0% | +2.6% | -0.6% | -2.4% |
| YTD | -23.7% | +11.3% | -35.0% | -36.5% |
| All | -13.4% | +12.4% | -25.8% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling