+88.8%
RHLD vs VOO
+18.2%
+70.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | -0.1% |
| 7D | -4.7% | -0.8% | -4.0% | -3.4% |
| 30D | +1.3% | -1.1% | +2.4% | +3.3% |
| 3M | +0.7% | +3.9% | -3.2% | -5.6% |
| 6M | -15.3% | +13.6% | -29.0% | -32.8% |
| YTD | -37.0% | +12.7% | -49.7% | -48.9% |
| 1Y | +88.8% | +17.6% | +71.2% | +33.5% |
| All | +88.8% | +18.2% | +70.6% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling