+50.1%
IVV vs RDDT
+124.8%
-74.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +7.1% | -5.8% | +0.7% |
| 7D | -0.9% | +3.7% | -4.6% | -1.2% |
| 30D | -2.3% | -33.9% | +31.6% | +0.2% |
| 3M | -1.2% | -32.4% | +31.2% | +1.0% |
| 6M | +3.3% | -33.8% | +37.1% | +5.0% |
| YTD | +12.3% | -54.0% | +66.4% | +16.7% |
| 1Y | +12.5% | -49.3% | +61.8% | +15.8% |
| All | +50.1% | +124.8% | -74.7% | +39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling