+11.1%
RDAC vs VT
+31.8%
-20.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.6% |
| 7D | -0.4% | +2.4% | -2.7% | +0.5% |
| 30D | +119.8% | -1.5% | +121.3% | +118.6% |
| 3M | +80.5% | -4.1% | +84.6% | +77.5% |
| 6M | +36.7% | +0.6% | +36.1% | +37.9% |
| YTD | +13.0% | +11.0% | +2.0% | +18.0% |
| 1Y | +5.7% | +13.3% | -7.6% | +10.7% |
| All | +11.1% | +31.8% | -20.7% | +16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling