+50.3%
IVV vs RDDT
+211.6%
-161.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -0.3% |
| 7D | -0.4% | -7.4% | +7.0% | +0.2% |
| 30D | -1.4% | -7.7% | +6.4% | -0.9% |
| 3M | +3.7% | -17.8% | +21.5% | +4.5% |
| 6M | +13.0% | +5.5% | +7.6% | +11.2% |
| YTD | +12.4% | -36.3% | +48.7% | +14.6% |
| 1Y | +18.6% | -39.0% | +57.6% | +20.7% |
| All | +50.3% | +211.6% | -161.3% | +36.7% |
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