+2.0%
RDW vs VNQ
+39.5%
-37.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -3.1% |
| 7D | +0.9% | -1.3% | +2.1% | +2.3% |
| 30D | -21.3% | -2.6% | -18.7% | -19.1% |
| 3M | -37.9% | -2.0% | -35.8% | -37.9% |
| 6M | +12.3% | +4.3% | +7.9% | +3.8% |
| YTD | +39.7% | +9.2% | +30.5% | +22.4% |
| 1Y | +25.7% | +5.6% | +20.1% | +15.0% |
| 3Y | +230.8% | +30.8% | +200.0% | +145.8% |
| 5Y | -8.8% | +8.0% | -16.7% | -20.5% |
| All | +2.0% | +39.5% | -37.5% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 all: compounded portfolio wealth divided by compounded VNQ 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…
all analysis · Full analysis span regression · 6 months rolling