+11.8%
RDAC vs VT
+31.5%
-19.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.4% |
| 7D | -1.2% | -0.1% | -1.0% | -1.1% |
| 30D | +105.7% | -3.1% | +108.8% | +103.2% |
| 3M | +72.6% | -3.5% | +76.1% | +70.3% |
| 6M | +40.0% | +0.5% | +39.5% | +41.2% |
| YTD | +13.7% | +10.8% | +3.0% | +18.6% |
| 1Y | +6.0% | +11.9% | -5.9% | +10.9% |
| All | +11.8% | +31.5% | -19.7% | +17.1% |
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