-9.6%
RDNW vs VT
+72.7%
-82.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +2.6% |
| 7D | -4.8% | -2.0% | -2.8% | -0.9% |
| 30D | -14.4% | -1.4% | -13.0% | -12.0% |
| 3M | -28.2% | +4.7% | -32.9% | -35.5% |
| 6M | -10.3% | +11.4% | -21.7% | -29.9% |
| YTD | +0.9% | +13.1% | -12.1% | -24.4% |
| 1Y | +37.9% | +19.0% | +18.8% | -9.6% |
| All | -9.6% | +72.7% | -82.3% | -69.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling