+208.0%
RDDT vs ROIV
+290.6%
-82.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.1% | +8.2% | +6.5% |
| 7D | -0.4% | +19.0% | -19.4% | -4.7% |
| 30D | -0.5% | +16.1% | -16.7% | -4.5% |
| 3M | -9.8% | +44.1% | -53.9% | -18.4% |
| 6M | +15.8% | +37.8% | -22.0% | +5.5% |
| YTD | -32.4% | +88.7% | -121.1% | -44.7% |
| 1Y | -40.0% | +197.3% | -237.3% | -61.8% |
| All | +208.0% | +290.6% | -82.7% | +64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling