+1.2%
RDW vs VT
+88.8%
-87.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.6% |
| 7D | -3.1% | +0.4% | -3.6% | -4.1% |
| 30D | -1.8% | +1.0% | -2.7% | -3.6% |
| 3M | -50.9% | +2.4% | -53.2% | -52.1% |
| 6M | +13.5% | +12.0% | +1.5% | -6.4% |
| YTD | +38.6% | +15.3% | +23.2% | +9.9% |
| 1Y | +28.3% | +22.6% | +5.7% | -8.5% |
| 3Y | +217.2% | +74.7% | +142.5% | +33.7% |
| 5Y | -14.0% | +66.1% | -80.1% | -61.4% |
| All | +1.2% | +88.8% | -87.7% | -57.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling