+312.1%
RDIV vs VT
+283.4%
+28.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.5% | +0.4% | -1.0% | -0.9% |
| 30D | +0.3% | +1.0% | -0.7% | -0.6% |
| 3M | +8.9% | +2.4% | +6.5% | +6.0% |
| 6M | +12.7% | +12.0% | +0.7% | +0.2% |
| YTD | +23.2% | +15.3% | +7.9% | +6.3% |
| 1Y | +24.4% | +22.6% | +1.8% | +1.1% |
| 3Y | +78.9% | +74.7% | +4.2% | +2.2% |
| 5Y | +84.6% | +66.1% | +18.5% | +9.8% |
| 10Y | +183.2% | +225.0% | -41.8% | -8.8% |
| All | +312.1% | +283.4% | +28.7% | +17.6% |
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