+276.3%
RHLD vs VOO
+28.9%
+247.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.4% |
| 7D | +2.5% | -0.4% | +2.8% | +3.0% |
| 30D | +2.6% | -1.4% | +4.0% | +4.4% |
| 3M | +10.6% | +3.7% | +6.9% | +6.1% |
| 6M | -21.3% | +13.0% | -34.3% | -31.5% |
| YTD | -34.6% | +12.4% | -47.0% | -42.6% |
| 1Y | +97.3% | +18.6% | +78.7% | +64.7% |
| All | +276.3% | +28.9% | +247.3% | +322.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling