-82.7%
RDI vs VT
+224.5%
-307.2%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | 0.0% | +10.4% | +10.4% |
| 7D | +16.4% | +0.4% | +16.0% | +16.0% |
| 30D | +56.0% | +1.0% | +55.0% | +54.8% |
| 3M | +100.0% | +2.4% | +97.6% | +95.6% |
| 6M | +129.4% | +12.0% | +117.4% | +108.1% |
| YTD | +122.9% | +15.3% | +107.5% | +97.0% |
| 1Y | +56.0% | +22.6% | +33.4% | +30.9% |
| 3Y | -0.8% | +74.7% | -75.5% | -39.1% |
| 5Y | -50.5% | +66.1% | -116.7% | -68.3% |
| All | -82.7% | +224.5% | -307.2% | -93.0% |
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