-55.3%
RHI vs VOO
+82.8%
-138.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.1% |
| 7D | -11.5% | -0.8% | -10.7% | -10.8% |
| 30D | -8.1% | -1.1% | -7.0% | -7.1% |
| 3M | +20.9% | +3.9% | +17.0% | +16.0% |
| 6M | +68.7% | +13.6% | +55.0% | +47.2% |
| YTD | +47.4% | +12.7% | +34.7% | +29.7% |
| 1Y | +12.4% | +17.6% | -5.2% | -5.4% |
| 3Y | -39.1% | +77.3% | -116.4% | -66.7% |
| All | -55.3% | +82.8% | -138.1% | -76.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling