-13.5%
RDDT vs VG
-33.5%
+20.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.4% | +1.4% |
| 7D | +2.1% | +9.6% | -7.4% | +1.3% |
| 30D | +2.8% | +15.2% | -12.3% | +1.3% |
| 3M | -8.9% | +24.1% | -33.0% | -11.9% |
| 6M | +15.1% | +27.2% | -12.1% | +8.0% |
| YTD | -31.4% | +132.3% | -163.7% | -43.9% |
| 1Y | -39.4% | +15.7% | -55.1% | -43.0% |
| All | -13.5% | -33.5% | +20.0% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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