+915.4%
RHP vs VT
+374.2%
+541.2%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -4.5% | +0.4% | -5.0% | -5.2% |
| 30D | -3.2% | +1.0% | -4.2% | -4.7% |
| 3M | +6.5% | +2.4% | +4.1% | +1.8% |
| 6M | +27.0% | +12.0% | +15.0% | +5.7% |
| YTD | +33.5% | +15.3% | +18.1% | +6.0% |
| 1Y | +28.3% | +22.6% | +5.7% | -7.4% |
| 3Y | +65.6% | +74.7% | -9.1% | -31.2% |
| 5Y | +75.7% | +66.1% | +9.6% | -20.7% |
| 10Y | +230.7% | +225.0% | +5.7% | -40.1% |
| All | +915.4% | +374.2% | +541.2% | +3.1% |
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