+272.0%
RDVT vs VT
+69.7%
+202.3%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -3.1% |
| 7D | -12.4% | -2.3% | -10.1% | -9.8% |
| 30D | -10.0% | -5.0% | -5.0% | -4.4% |
| 3M | +4.2% | -4.9% | +9.0% | +10.2% |
| 6M | +60.8% | -1.5% | +62.3% | +62.7% |
| YTD | +23.1% | +8.5% | +14.6% | +10.8% |
| 1Y | +18.0% | +11.4% | +6.6% | +2.6% |
| 3Y | +272.0% | +70.1% | +201.9% | +71.9% |
| All | +272.0% | +69.7% | +202.3% | +71.9% |
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 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