-77.7%
RH vs VT
+66.2%
-143.9%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +1.0% |
| 7D | -1.0% | +0.4% | -1.5% | -1.9% |
| 30D | -24.2% | +1.0% | -25.2% | -25.7% |
| 3M | -3.4% | +2.4% | -5.8% | -7.9% |
| 6M | -2.0% | +12.0% | -14.0% | -22.5% |
| YTD | -17.4% | +15.3% | -32.7% | -38.4% |
| 1Y | -37.1% | +22.6% | -59.7% | -58.8% |
| 3Y | -61.2% | +74.7% | -135.8% | -85.7% |
| All | -77.7% | +66.2% | -143.9% | -91.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling