-33.5%
RDDT vs VUG
+15.8%
-49.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.2% |
| 7D | +1.0% | -0.1% | +1.1% | +1.1% |
| 30D | -0.5% | -0.3% | -0.2% | +0.1% |
| 3M | -16.0% | -0.7% | -15.3% | -14.4% |
| 6M | +4.9% | +14.6% | -9.8% | -16.7% |
| YTD | -32.8% | +9.0% | -41.8% | -41.5% |
| 1Y | -33.5% | +14.9% | -48.3% | -43.2% |
| All | -33.5% | +15.8% | -49.2% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling