+993.4%
RHP vs VT
+345.0%
+648.4%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.6% | +2.6% |
| 7D | -2.3% | -4.2% | +1.9% | +4.0% |
| 30D | +8.9% | -5.8% | +14.7% | +18.8% |
| 3M | +4.2% | -5.2% | +9.4% | +12.3% |
| 6M | +24.1% | +0.1% | +24.0% | +22.0% |
| YTD | +43.7% | +8.2% | +35.5% | +25.0% |
| 1Y | +49.2% | +10.1% | +39.1% | +26.3% |
| 3Y | +63.9% | +69.7% | -5.7% | -29.3% |
| 5Y | +63.9% | +53.4% | +10.5% | -16.8% |
| 10Y | +262.4% | +219.2% | +43.2% | -32.9% |
| All | +993.4% | +345.0% | +648.4% | +21.6% |
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