-41.2%
RDAC vs VT
+36.9%
-78.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | +22.7% | +0.4% | +22.2% | +23.1% |
| 30D | -4.1% | +1.0% | -5.1% | -3.7% |
| 3M | -21.7% | +2.4% | -24.1% | -20.8% |
| 6M | +27.3% | +12.0% | +15.3% | +34.7% |
| YTD | -40.2% | +15.3% | -55.6% | -36.7% |
| 1Y | -43.4% | +22.6% | -66.0% | -39.9% |
| All | -41.2% | +36.9% | -78.1% | -37.5% |
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