+11.1%
RDW vs VG
+47.2%
-36.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -7.7% | +2.8% | -4.9% |
| 7D | -14.3% | -16.4% | +2.1% | -14.2% |
| 30D | -26.0% | -10.8% | -15.2% | -25.8% |
| 3M | -27.4% | -6.3% | -21.1% | -27.2% |
| 6M | -10.6% | -12.5% | +1.9% | -9.8% |
| YTD | +1.6% | +76.9% | -75.3% | -21.7% |
| 1Y | +11.1% | +51.8% | -40.7% | -12.8% |
| All | +11.1% | +47.2% | -36.1% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling