+136.5%
RHI vs VOO
+802.4%
-665.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.3% |
| 7D | -13.0% | -2.0% | -11.0% | -11.0% |
| 30D | -10.0% | -1.7% | -8.4% | -8.3% |
| 3M | +21.4% | +4.7% | +16.6% | +14.7% |
| 6M | +67.0% | +12.6% | +54.4% | +44.9% |
| YTD | +46.4% | +11.8% | +34.6% | +28.0% |
| 1Y | +16.0% | +17.5% | -1.5% | -4.2% |
| 3Y | -40.2% | +77.0% | -117.2% | -69.1% |
| 5Y | -55.5% | +82.6% | -138.1% | -77.8% |
| 10Y | +35.4% | +320.0% | -284.6% | -75.8% |
| All | +136.5% | +802.4% | -665.8% | -85.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling