+331.3%
RH vs VT
+334.2%
-2.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | 0.0% | -8.5% | -8.5% |
| 7D | -4.7% | -1.6% | -3.1% | -2.1% |
| 30D | +11.3% | -2.5% | +13.8% | +16.2% |
| 3M | -22.8% | -1.3% | -21.5% | -20.8% |
| 6M | +3.2% | +3.1% | +0.1% | -1.2% |
| YTD | -25.1% | +10.9% | -36.1% | -36.2% |
| 1Y | -21.1% | +12.1% | -33.2% | -33.8% |
| 3Y | -44.1% | +73.9% | -118.0% | -74.1% |
| 5Y | -80.2% | +58.0% | -138.1% | -88.9% |
| 10Y | +379.9% | +225.5% | +154.4% | +17.4% |
| All | +331.3% | +334.2% | -2.9% | -8.7% |
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