+25.7%
RDW vs VTR
+33.3%
-7.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.7% |
| 7D | +0.9% | -0.3% | +1.2% | +0.6% |
| 30D | -21.3% | +1.1% | -22.4% | -20.5% |
| 3M | -37.9% | +7.9% | -45.8% | -33.6% |
| 6M | +12.3% | +6.2% | +6.1% | +24.2% |
| YTD | +39.7% | +17.7% | +22.0% | +61.1% |
| 1Y | +25.7% | +32.9% | -7.2% | +35.7% |
| All | +25.7% | +33.3% | -7.6% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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