+11.1%
RDW vs VTV
+28.2%
-17.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.5% | -6.4% | -9.5% |
| 7D | -14.3% | +1.8% | -16.1% | -19.2% |
| 30D | -26.0% | +6.0% | -32.0% | -39.4% |
| 3M | -27.4% | +3.7% | -31.0% | -36.0% |
| 6M | -10.6% | +13.9% | -24.6% | -44.0% |
| YTD | +1.6% | +22.8% | -21.2% | -50.8% |
| 1Y | +11.1% | +27.9% | -16.8% | -53.3% |
| All | +11.1% | +28.2% | -17.2% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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