+25.7%
RDW vs VLTO
-11.2%
+36.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.0% |
| 7D | +0.9% | -2.3% | +3.1% | 0.0% |
| 30D | -21.3% | -2.7% | -18.6% | -22.0% |
| 3M | -37.9% | +14.0% | -51.9% | -35.8% |
| 6M | +12.3% | +3.3% | +9.0% | +19.7% |
| YTD | +39.7% | -5.4% | +45.1% | +54.6% |
| 1Y | +25.7% | -13.3% | +39.0% | +54.2% |
| All | +25.7% | -11.2% | +36.8% | +54.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling