+196.2%
RDDT vs VT
+51.8%
+144.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.3% |
| 7D | +3.3% | +1.0% | +2.3% | +1.2% |
| 30D | -7.6% | -0.2% | -7.4% | -7.0% |
| 3M | -12.7% | +4.5% | -17.3% | -19.9% |
| 6M | +7.2% | +14.1% | -6.9% | -18.1% |
| YTD | -35.0% | +14.8% | -49.8% | -51.4% |
| 1Y | -35.0% | +21.2% | -56.2% | -56.5% |
| All | +196.2% | +51.8% | +144.3% | +22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling