+2,660.0%
RDN vs VT
+374.2%
+2,285.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.7% | +0.4% | +0.2% | -0.1% |
| 30D | -5.8% | +1.0% | -6.7% | -7.4% |
| 3M | +9.9% | +2.4% | +7.5% | +3.9% |
| 6M | +7.2% | +12.0% | -4.8% | -14.7% |
| YTD | +4.2% | +15.3% | -11.2% | -21.8% |
| 1Y | +6.8% | +22.6% | -15.8% | -28.5% |
| 3Y | +47.5% | +74.7% | -27.1% | -49.7% |
| 5Y | +86.2% | +66.1% | +20.1% | -34.9% |
| 10Y | +224.5% | +225.0% | -0.5% | -70.8% |
| All | +2,660.0% | +374.2% | +2,285.8% | +312.3% |
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