+375.9%
RH vs VOO
+582.5%
-206.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.6% |
| 7D | -1.0% | +0.1% | -1.1% | -1.2% |
| 30D | -24.2% | +0.1% | -24.3% | -24.2% |
| 3M | -3.4% | +2.0% | -5.4% | -6.1% |
| 6M | -2.0% | +13.0% | -15.0% | -18.7% |
| YTD | -17.4% | +13.6% | -31.0% | -31.7% |
| 1Y | -37.1% | +20.1% | -57.2% | -52.4% |
| 3Y | -61.2% | +77.6% | -138.7% | -82.0% |
| 5Y | -78.2% | +82.4% | -160.6% | -89.9% |
| 10Y | +336.8% | +316.8% | +20.0% | -22.0% |
| All | +375.9% | +582.5% | -206.7% | -39.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling