-15.2%
RDW vs VTRS
+88.0%
-103.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.8% | -1.3% | -18.5% | -19.6% |
| 7D | -32.4% | -1.2% | -31.2% | -32.3% |
| 30D | -41.7% | +8.2% | -49.9% | -42.2% |
| 3M | -42.3% | +8.3% | -50.5% | -42.9% |
| 6M | -28.8% | +24.1% | -52.8% | -32.7% |
| YTD | -18.6% | +56.0% | -74.5% | -32.8% |
| 1Y | -15.2% | +82.7% | -97.9% | -39.6% |
| All | -15.2% | +88.0% | -103.2% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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