+13.5%
IVV vs RDDT
-51.2%
+64.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.3% |
| 7D | +2.6% | +3.5% | -1.0% | +2.3% |
| 30D | -2.0% | -33.7% | +31.8% | +0.1% |
| 3M | -2.8% | -37.7% | +35.0% | -0.5% |
| 6M | +2.2% | -36.1% | +38.3% | +3.7% |
| YTD | +11.5% | -57.2% | +68.7% | +13.4% |
| 1Y | +13.5% | -48.0% | +61.5% | +12.9% |
| All | +13.5% | -51.2% | +64.7% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RDDT.
Daily Out/Under-Performance
Portfolio return minus RDDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDDT 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 1y: compounded portfolio wealth divided by compounded RDDT 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…
1y analysis · Full analysis span regression · 6 months rolling