-59.8%
RH vs VOO
+80.9%
-140.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.9% |
| 7D | -1.0% | +0.1% | -1.1% | -1.3% |
| 30D | -24.2% | +0.1% | -24.3% | -24.2% |
| 3M | -3.4% | +2.0% | -5.4% | -7.7% |
| 6M | -2.0% | +13.0% | -15.0% | -26.7% |
| YTD | -17.4% | +13.6% | -31.0% | -38.7% |
| 1Y | -37.1% | +20.1% | -57.2% | -59.6% |
| All | -59.8% | +80.9% | -140.7% | -89.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling