+208.0%
RDDT vs VLTO
+6.0%
+201.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.3% | +7.4% | +6.8% |
| 7D | -0.4% | -4.5% | +4.1% | +2.0% |
| 30D | -0.5% | -4.6% | +4.1% | +1.9% |
| 3M | -9.8% | +13.3% | -23.1% | -16.6% |
| 6M | +15.8% | +2.1% | +13.7% | +14.0% |
| YTD | -32.4% | -6.1% | -26.4% | -30.1% |
| 1Y | -40.0% | -11.4% | -28.7% | -36.1% |
| All | +208.0% | +6.0% | +201.9% | +211.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 5y: compounded portfolio wealth divided by compounded VLTO 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…
5y analysis · Full analysis span regression · 6 months rolling