+28.3%
RDW vs VSH
+118.1%
-89.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.4% | -2.9% | -1.3% |
| 7D | -3.1% | +4.1% | -7.2% | -5.7% |
| 30D | -1.8% | -4.2% | +2.4% | +1.0% |
| 3M | -50.9% | -50.0% | -0.9% | -25.2% |
| 6M | +13.5% | +80.2% | -66.7% | -36.1% |
| YTD | +38.6% | +121.1% | -82.5% | -34.3% |
| 1Y | +28.3% | +112.0% | -83.7% | -35.9% |
| All | +28.3% | +118.1% | -89.9% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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