+277.9%
RDW vs VLTO
+24.3%
+253.7%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.6% |
| 7D | +0.9% | -2.3% | +3.1% | +1.8% |
| 30D | -21.3% | -2.7% | -18.6% | -20.5% |
| 3M | -37.9% | +14.0% | -51.9% | -42.8% |
| 6M | +12.3% | +3.3% | +9.0% | +8.5% |
| YTD | +39.7% | -5.4% | +45.1% | +44.4% |
| 1Y | +25.7% | -13.3% | +39.0% | +38.7% |
| All | +277.9% | +24.3% | +253.7% | +255.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling