+317.5%
RDIV vs VT
+275.1%
+42.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | +2.0% |
| 7D | +6.7% | -0.3% | +7.0% | +6.9% |
| 30D | +10.9% | -1.4% | +12.4% | +12.3% |
| 3M | +0.7% | -1.4% | +2.1% | +1.8% |
| 6M | +14.0% | +5.5% | +8.6% | +7.6% |
| YTD | +24.8% | +12.8% | +12.0% | +9.8% |
| 1Y | +27.4% | +15.4% | +12.0% | +9.5% |
| 3Y | +87.3% | +76.9% | +10.4% | +5.3% |
| 5Y | +92.9% | +60.4% | +32.5% | +18.6% |
| 10Y | +204.9% | +232.8% | -27.9% | -3.4% |
| All | +317.5% | +275.1% | +42.5% | +21.4% |
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