+996.6%
RHP vs VT
+346.0%
+650.5%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | -0.1% |
| 7D | -0.8% | -2.3% | +1.5% | +2.5% |
| 30D | +10.7% | -5.0% | +15.7% | +19.1% |
| 3M | +7.3% | -4.9% | +12.2% | +15.0% |
| 6M | +21.3% | -1.5% | +22.8% | +22.3% |
| YTD | +44.1% | +8.5% | +35.7% | +24.9% |
| 1Y | +50.8% | +11.4% | +39.4% | +25.4% |
| 3Y | +66.6% | +70.1% | -3.4% | -28.3% |
| 5Y | +64.4% | +53.7% | +10.6% | -16.8% |
| 10Y | +263.4% | +220.0% | +43.5% | -33.0% |
| All | +996.6% | +346.0% | +650.5% | +21.5% |
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 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