+208.0%
RDDT vs VT
+49.6%
+158.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +6.9% | +7.8% |
| 7D | -0.4% | -2.0% | +1.6% | +3.7% |
| 30D | -0.5% | -1.4% | +0.9% | +2.5% |
| 3M | -9.8% | +4.7% | -14.5% | -17.7% |
| 6M | +15.8% | +11.4% | +4.5% | -7.1% |
| YTD | -32.4% | +13.1% | -45.5% | -48.0% |
| 1Y | -40.0% | +19.0% | -59.1% | -58.4% |
| All | +208.0% | +49.6% | +158.4% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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