+262.6%
RHLD vs VOO
+29.2%
+233.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.4% |
| 7D | -4.7% | -0.8% | -4.0% | -3.8% |
| 30D | +1.3% | -1.1% | +2.4% | +2.8% |
| 3M | +0.7% | +3.9% | -3.2% | -3.6% |
| 6M | -15.3% | +13.6% | -29.0% | -26.8% |
| YTD | -37.0% | +12.7% | -49.7% | -44.8% |
| 1Y | +88.8% | +17.6% | +71.2% | +58.8% |
| All | +262.6% | +29.2% | +233.4% | +305.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling