+2,654.7%
RDN vs VT
+356.5%
+2,298.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | +0.1% |
| 7D | +1.7% | +2.4% | -0.6% | -2.3% |
| 30D | +9.5% | -1.5% | +11.0% | +11.4% |
| 3M | -0.1% | -4.1% | +4.1% | +6.1% |
| 6M | +1.2% | +0.6% | +0.7% | -2.6% |
| YTD | +4.0% | +11.0% | -7.1% | -17.6% |
| 1Y | +6.9% | +13.3% | -6.5% | -18.5% |
| 3Y | +52.0% | +73.4% | -21.4% | -48.2% |
| 5Y | +94.7% | +57.4% | +37.2% | -25.6% |
| 10Y | +214.4% | +221.7% | -7.3% | -71.8% |
| All | +2,654.7% | +356.5% | +2,298.2% | +334.3% |
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