-49.6%
RDW vs VG
-35.7%
-14.0%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +3.8% | -8.5% | -5.5% |
| 7D | +3.6% | +3.8% | -0.2% | +2.7% |
| 30D | -18.4% | +7.2% | -25.7% | -19.9% |
| 3M | -32.1% | +22.8% | -54.8% | -36.4% |
| 6M | +10.9% | +33.2% | -22.3% | -5.3% |
| YTD | +40.8% | +124.8% | -84.0% | -3.5% |
| 1Y | +31.1% | +15.8% | +15.3% | +12.1% |
| All | -49.6% | -35.7% | -14.0% | -63.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling