+183.1%
RHI vs VT
+374.2%
-191.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -6.0% | +0.4% | -6.5% | -6.5% |
| 30D | +6.4% | +1.0% | +5.4% | +5.3% |
| 3M | +36.5% | +2.4% | +34.2% | +32.1% |
| 6M | +81.3% | +12.0% | +69.3% | +58.5% |
| YTD | +66.5% | +15.3% | +51.2% | +40.8% |
| 1Y | +23.8% | +22.6% | +1.2% | -1.9% |
| 3Y | -33.6% | +74.7% | -108.2% | -63.7% |
| 5Y | -49.9% | +66.1% | -116.0% | -70.9% |
| 10Y | +49.2% | +225.0% | -175.8% | -56.4% |
| All | +183.1% | +374.2% | -191.1% | -39.9% |
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