+97.3%
RHLD vs VT
+20.4%
+76.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | +0.2% |
| 7D | +2.5% | -0.1% | +2.6% | +2.8% |
| 30D | +2.6% | -0.7% | +3.3% | +4.0% |
| 3M | +10.6% | +4.0% | +6.6% | +3.7% |
| 6M | -21.3% | +12.3% | -33.5% | -35.0% |
| YTD | -34.6% | +14.0% | -48.6% | -46.3% |
| 1Y | +97.3% | +20.3% | +77.0% | +46.5% |
| All | +97.3% | +20.4% | +76.9% | +46.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling