+71.7%
RHP vs VOO
+72.6%
-0.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -0.6% |
| 7D | +2.3% | +2.6% | -0.2% | -0.4% |
| 30D | +10.0% | -2.0% | +12.0% | +12.2% |
| 3M | +9.4% | -2.8% | +12.2% | +12.4% |
| 6M | +28.9% | +2.2% | +26.7% | +24.9% |
| YTD | +47.5% | +11.5% | +36.0% | +29.8% |
| 1Y | +50.6% | +13.5% | +37.1% | +29.8% |
| 3Y | +65.5% | +78.1% | -12.6% | -15.8% |
| All | +71.7% | +72.6% | -0.9% | -6.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling