+32.6%
RDFI vs VT
+113.8%
-81.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.4% |
| 7D | +1.2% | -0.3% | +1.5% | +1.3% |
| 30D | +2.7% | -1.4% | +4.2% | +3.2% |
| 3M | -5.5% | -1.4% | -4.1% | -5.1% |
| 6M | -4.1% | +5.5% | -9.6% | -5.7% |
| YTD | -2.7% | +12.8% | -15.5% | -6.3% |
| 1Y | -2.0% | +15.4% | -17.4% | -6.2% |
| 3Y | +30.6% | +76.9% | -46.3% | +10.1% |
| 5Y | +7.4% | +60.4% | -53.0% | -7.7% |
| All | +32.6% | +113.8% | -81.2% | +5.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling