+28.3%
RDW vs VG
+14.1%
+14.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +2.0% | +1.6% |
| 7D | -3.1% | +1.7% | -4.8% | -3.2% |
| 30D | -1.8% | +16.0% | -17.8% | -2.4% |
| 3M | -50.9% | +9.7% | -60.6% | -51.1% |
| 6M | +13.5% | +29.6% | -16.1% | +2.9% |
| YTD | +38.6% | +112.0% | -73.5% | +7.0% |
| 1Y | +28.3% | +12.8% | +15.5% | +14.5% |
| All | +28.3% | +14.1% | +14.1% | +14.5% |
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