+31.4%
RHI vs VT
+224.4%
-192.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -3.0% |
| 7D | -6.1% | -0.7% | -5.4% | -5.5% |
| 30D | +22.7% | -1.7% | +24.5% | +24.5% |
| 3M | +1.5% | -2.3% | +3.8% | +3.5% |
| 6M | +64.8% | +1.5% | +63.2% | +59.9% |
| YTD | +65.1% | +12.0% | +53.1% | +42.5% |
| 1Y | +65.6% | +12.9% | +52.7% | +41.7% |
| 3Y | -35.9% | +74.9% | -110.8% | -66.2% |
| 5Y | -56.2% | +59.9% | -116.1% | -74.3% |
| 10Y | +31.4% | +224.6% | -193.2% | -63.7% |
| All | +31.4% | +224.4% | -192.9% | -63.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling