-78.6%
RH price history and return analytics
+59.8%
-138.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | -1.6% |
| 7D | -6.2% | -0.7% | -5.5% | -4.9% |
| 30D | +16.4% | -1.7% | +18.1% | +20.9% |
| 3M | -25.7% | -2.3% | -23.4% | -21.8% |
| 6M | +5.2% | +1.5% | +3.7% | +2.4% |
| YTD | -24.1% | +12.0% | -36.2% | -39.9% |
| 1Y | -16.2% | +12.9% | -29.1% | -34.7% |
| 3Y | -41.8% | +74.9% | -116.8% | -78.7% |
| 5Y | -78.6% | +59.9% | -138.5% | -90.8% |
| All | -78.6% | +59.8% | -138.4% | -90.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling