+190.3%
RDDT vs VUG
+52.4%
+138.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.1% |
| 7D | -7.4% | +0.1% | -7.5% | -7.6% |
| 30D | -7.7% | -1.7% | -6.1% | -5.0% |
| 3M | -17.8% | +2.8% | -20.6% | -21.5% |
| 6M | +5.5% | +13.6% | -8.1% | -15.0% |
| YTD | -36.3% | +8.1% | -44.4% | -44.1% |
| 1Y | -39.0% | +13.1% | -52.1% | -50.0% |
| All | +190.3% | +52.4% | +138.0% | +44.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling