-54.8%
RHI vs VT
+57.5%
-112.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.1% |
| 7D | -1.6% | -0.1% | -1.5% | -1.5% |
| 30D | +26.8% | -3.1% | +29.8% | +30.1% |
| 3M | +2.1% | -3.5% | +5.6% | +5.2% |
| 6M | +64.8% | +0.5% | +64.4% | +62.0% |
| YTD | +68.3% | +10.8% | +57.5% | +47.7% |
| 1Y | +80.6% | +11.9% | +68.7% | +56.7% |
| 3Y | -34.6% | +73.0% | -107.6% | -65.0% |
| 5Y | -54.8% | +58.6% | -113.4% | -73.0% |
| All | -54.8% | +57.5% | -112.4% | -73.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling