-49.7%
RDTL vs VT
+37.8%
-87.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.5% | -5.5% | -4.1% |
| 7D | +5.9% | +1.0% | +4.9% | +2.1% |
| 30D | -18.7% | -0.2% | -18.5% | -17.4% |
| 3M | -40.0% | +4.5% | -44.5% | -48.1% |
| 6M | -22.7% | +14.1% | -36.7% | -51.6% |
| YTD | -74.6% | +14.8% | -89.4% | -84.9% |
| 1Y | -79.0% | +21.2% | -100.2% | -89.6% |
| All | -49.7% | +37.8% | -87.5% | -84.2% |
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