+88.3%
RDN vs VT
+65.7%
+22.6%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.3% |
| 7D | -0.4% | -0.1% | -0.2% | -0.3% |
| 30D | +0.3% | -0.7% | +1.0% | +0.7% |
| 3M | +6.9% | +4.0% | +2.9% | +3.6% |
| 6M | +10.0% | +12.3% | -2.3% | 0.0% |
| YTD | +3.3% | +14.0% | -10.8% | -7.5% |
| 1Y | +7.5% | +20.3% | -12.8% | -8.1% |
| 3Y | +49.7% | +75.4% | -25.7% | -6.8% |
| 5Y | +88.3% | +66.0% | +22.3% | +16.7% |
| All | +88.3% | +65.7% | +22.6% | +16.7% |
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 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