+11.1%
RDW vs VIG
+19.5%
-8.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.1% | -7.0% | -11.8% |
| 7D | -14.3% | +2.7% | -17.1% | -22.2% |
| 30D | -26.0% | +7.0% | -33.0% | -42.4% |
| 3M | -27.4% | +4.0% | -31.4% | -37.1% |
| 6M | -10.6% | +12.3% | -22.9% | -41.5% |
| YTD | +1.6% | +16.4% | -14.8% | -39.4% |
| 1Y | +11.1% | +19.2% | -8.2% | -39.6% |
| All | +11.1% | +19.5% | -8.4% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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