-6.1%
RDW vs VTRS
+47.1%
-53.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.6% |
| 7D | +0.9% | -2.2% | +3.0% | +1.6% |
| 30D | -21.3% | +3.3% | -24.6% | -22.2% |
| 3M | -37.9% | +2.0% | -39.8% | -39.0% |
| 6M | +12.3% | +19.9% | -7.7% | +2.5% |
| YTD | +39.7% | +35.7% | +4.0% | +20.3% |
| 1Y | +25.7% | +68.1% | -42.4% | -0.7% |
| 3Y | +230.8% | +87.1% | +143.8% | +133.2% |
| All | -6.1% | +47.1% | -53.2% | -34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling