+143.9%
RDNT vs VT
+65.7%
+78.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.7% |
| 7D | -6.4% | -0.1% | -6.2% | -6.2% |
| 30D | -8.3% | -0.7% | -7.6% | -7.5% |
| 3M | +26.1% | +4.0% | +22.2% | +19.4% |
| 6M | +13.7% | +12.3% | +1.4% | -3.5% |
| YTD | -0.7% | +14.0% | -14.7% | -17.0% |
| 1Y | -3.0% | +20.3% | -23.3% | -24.7% |
| 3Y | +135.1% | +75.4% | +59.7% | +10.4% |
| 5Y | +143.9% | +66.0% | +77.9% | +27.7% |
| All | +143.9% | +65.7% | +78.2% | +27.7% |
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