+32.5%
RDTY vs VT
+35.2%
-2.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.3% | +0.2% |
| 7D | +0.2% | -0.7% | +0.9% | +1.0% |
| 30D | +2.4% | -1.7% | +4.2% | +4.4% |
| 3M | -1.9% | -2.3% | +0.4% | +0.6% |
| 6M | +5.4% | +1.5% | +3.8% | +3.4% |
| YTD | +19.6% | +12.0% | +7.6% | +4.8% |
| 1Y | +18.3% | +12.9% | +5.4% | +2.7% |
| All | +32.5% | +35.2% | -2.7% | -6.9% |
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