+206.2%
RDDT vs ROIV
+233.3%
-27.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.4% |
| 7D | +1.0% | +0.6% | +0.3% | +0.8% |
| 30D | -0.5% | +1.0% | -1.5% | -1.0% |
| 3M | -16.0% | +18.3% | -34.3% | -20.1% |
| 6M | +4.9% | +18.3% | -13.5% | -0.8% |
| YTD | -32.8% | +61.0% | -93.8% | -42.8% |
| 1Y | -33.5% | +177.9% | -211.3% | -58.1% |
| All | +206.2% | +233.3% | -27.1% | +69.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling