-43.5%
RH vs VOO
+78.5%
-122.0%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +1.1% |
| 7D | -1.2% | +2.6% | -3.8% | -6.9% |
| 30D | +16.6% | -2.0% | +18.6% | +22.0% |
| 3M | -27.9% | -2.8% | -25.2% | -23.0% |
| 6M | +0.4% | +2.2% | -1.8% | -4.6% |
| YTD | -27.8% | +11.5% | -39.3% | -44.3% |
| 1Y | -18.3% | +13.5% | -31.8% | -39.8% |
| 3Y | -43.5% | +78.1% | -121.6% | -86.1% |
| All | -43.5% | +78.5% | -122.0% | -86.1% |
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