+341.9%
RH vs VT
+323.6%
+18.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.1% | -1.1% | +1.7% |
| 7D | -8.9% | -4.2% | -4.7% | -2.0% |
| 30D | +17.3% | -5.8% | +23.1% | +29.9% |
| 3M | -29.6% | -5.2% | -24.4% | -22.7% |
| 6M | +11.3% | +0.1% | +11.2% | +12.0% |
| YTD | -23.3% | +8.2% | -31.5% | -31.7% |
| 1Y | -17.3% | +10.1% | -27.4% | -28.5% |
| 3Y | -42.8% | +69.7% | -112.4% | -72.3% |
| 5Y | -79.2% | +53.4% | -132.6% | -87.7% |
| 10Y | +382.4% | +219.2% | +163.2% | +22.5% |
| All | +341.9% | +323.6% | +18.3% | -2.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling