+190.3%
RDDT vs ROIV
+299.0%
-108.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.1% |
| 7D | -7.4% | +22.3% | -29.7% | -11.9% |
| 30D | -7.7% | +16.9% | -24.6% | -11.4% |
| 3M | -17.8% | +43.9% | -61.7% | -25.5% |
| 6M | +5.5% | +41.6% | -36.1% | -4.5% |
| YTD | -36.3% | +92.7% | -129.0% | -48.1% |
| 1Y | -39.0% | +210.2% | -249.2% | -61.8% |
| All | +190.3% | +299.0% | -108.6% | +54.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling