-65.7%
RDI vs VT
+53.2%
-118.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | +0.9% |
| 7D | +1.2% | -4.2% | +5.4% | +4.0% |
| 30D | -9.8% | -5.8% | -4.0% | -6.3% |
| 3M | +10.0% | -5.2% | +15.2% | +14.0% |
| 6M | +48.6% | +0.1% | +48.5% | +48.2% |
| YTD | +57.1% | +8.2% | +48.9% | +48.5% |
| 1Y | +21.3% | +10.1% | +11.2% | +13.2% |
| 3Y | -12.7% | +69.7% | -82.4% | -40.1% |
| 5Y | -65.7% | +53.4% | -119.1% | -70.9% |
| All | -65.7% | +53.2% | -118.9% | -70.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling