+1,078.6%
RDVT vs VT
+150.6%
+928.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +0.7% |
| 7D | -6.8% | +0.4% | -7.1% | -6.9% |
| 30D | -9.2% | -2.6% | -6.6% | -6.3% |
| 3M | +10.7% | -3.2% | +13.9% | +14.7% |
| 6M | +45.8% | +0.9% | +44.9% | +44.0% |
| YTD | +27.3% | +11.3% | +15.9% | +13.3% |
| 1Y | +24.5% | +14.0% | +10.5% | +8.0% |
| 3Y | +292.9% | +75.8% | +217.0% | +119.3% |
| 5Y | +109.4% | +57.8% | +51.6% | +31.0% |
| All | +1,078.6% | +150.6% | +928.0% | +370.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling