+179.0%
RHI vs VT
+357.8%
-178.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | -2.4% | +2.9% | -5.3% | -5.3% |
| 30D | +20.4% | -2.5% | +22.9% | +23.1% |
| 3M | +2.3% | -3.3% | +5.7% | +5.4% |
| 6M | +66.8% | +1.5% | +65.3% | +61.9% |
| YTD | +64.2% | +11.4% | +52.8% | +43.2% |
| 1Y | +64.7% | +11.9% | +52.8% | +42.8% |
| 3Y | -36.2% | +73.9% | -110.1% | -65.2% |
| 5Y | -56.2% | +57.9% | -114.1% | -73.3% |
| 10Y | +30.6% | +222.6% | -192.0% | -61.7% |
| All | +179.0% | +357.8% | -178.8% | -38.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling