-42.4%
RH vs VT
+73.6%
-116.0%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | 0.0% | -8.5% | -8.5% |
| 7D | -4.7% | -1.6% | -3.1% | -0.8% |
| 30D | +11.3% | -2.5% | +13.8% | +18.6% |
| 3M | -22.8% | -1.3% | -21.5% | -20.0% |
| 6M | +3.2% | +3.1% | +0.1% | -4.6% |
| YTD | -25.1% | +10.9% | -36.1% | -43.0% |
| 1Y | -21.1% | +12.1% | -33.2% | -41.8% |
| All | -42.4% | +73.6% | -116.0% | -87.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling