-53.3%
RHI vs VT
+66.2%
-119.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.5% | -7.4% | -7.4% |
| 7D | -10.0% | +1.0% | -11.0% | -10.8% |
| 30D | -7.0% | -0.2% | -6.8% | -6.8% |
| 3M | +28.4% | +4.5% | +23.8% | +22.1% |
| 6M | +64.0% | +14.1% | +50.0% | +41.4% |
| YTD | +53.4% | +14.8% | +38.6% | +30.8% |
| 1Y | +18.5% | +21.2% | -2.7% | -4.9% |
| 3Y | -37.3% | +76.6% | -113.9% | -66.9% |
| 5Y | -53.3% | +66.6% | -119.9% | -73.4% |
| All | -53.3% | +66.2% | -119.5% | -73.4% |
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