+279.8%
RHLD price history and return analytics
+35.1%
+244.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.5% |
| 7D | +4.2% | +1.0% | +3.2% | +2.9% |
| 30D | +5.3% | -0.2% | +5.5% | +5.8% |
| 3M | +15.2% | +4.5% | +10.7% | +8.9% |
| 6M | -16.5% | +14.1% | -30.6% | -28.8% |
| YTD | -34.0% | +14.8% | -48.7% | -43.8% |
| 1Y | +98.5% | +21.2% | +77.4% | +59.6% |
| All | +279.8% | +35.1% | +244.7% | +262.9% |
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