+262.3%
RDW vs VT
+76.6%
+185.7%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.5% | +7.1% | +8.2% |
| 7D | +9.5% | +1.0% | +8.4% | +5.9% |
| 30D | -17.4% | -0.2% | -17.1% | -16.8% |
| 3M | -39.5% | +4.5% | -44.1% | -46.1% |
| 6M | +31.3% | +14.1% | +17.3% | -6.1% |
| YTD | +47.8% | +14.8% | +33.0% | +7.1% |
| 1Y | +33.8% | +21.2% | +12.7% | -15.3% |
| 3Y | +262.3% | +76.6% | +185.7% | +15.4% |
| All | +262.3% | +76.6% | +185.7% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling