+345.3%
RHLD vs VT
+30.4%
+314.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -1.8% |
| 7D | +33.0% | -0.1% | +33.1% | +33.2% |
| 30D | +35.3% | -3.1% | +38.3% | +41.2% |
| 3M | +21.4% | -3.5% | +24.9% | +27.7% |
| 6M | +44.1% | +0.5% | +43.6% | +43.6% |
| YTD | -22.6% | +10.8% | -33.4% | -30.9% |
| 1Y | -8.5% | +11.9% | -20.4% | -19.3% |
| All | +345.3% | +30.4% | +314.9% | +346.6% |
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