+28.4%
RDI vs VT
+10.5%
+17.9%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | +5.5% | -2.3% | +7.8% | +6.6% |
| 30D | -5.5% | -5.0% | -0.5% | -3.4% |
| 3M | +11.0% | -4.9% | +15.8% | +13.4% |
| 6M | +52.2% | -1.5% | +53.8% | +53.7% |
| YTD | +63.8% | +8.5% | +55.3% | +60.5% |
| 1Y | +28.4% | +11.4% | +17.0% | +26.7% |
| All | +28.4% | +10.5% | +17.9% | +26.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling