+1,091.9%
RDVT vs VT
+149.4%
+942.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.6% |
| 7D | -7.9% | -0.1% | -7.8% | -7.5% |
| 30D | -8.1% | -3.1% | -5.1% | -4.8% |
| 3M | +11.6% | -3.5% | +15.1% | +16.0% |
| 6M | +47.5% | +0.5% | +47.0% | +46.3% |
| YTD | +28.7% | +10.8% | +17.9% | +15.2% |
| 1Y | +26.7% | +11.9% | +14.8% | +12.1% |
| 3Y | +295.4% | +73.0% | +222.4% | +124.4% |
| 5Y | +111.7% | +58.6% | +53.1% | +31.9% |
| All | +1,091.9% | +149.4% | +942.5% | +378.5% |
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