+2.0%
RDW vs VTV
+106.7%
-104.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -3.8% |
| 7D | +0.9% | -1.1% | +2.0% | +3.0% |
| 30D | -21.3% | -1.0% | -20.2% | -19.7% |
| 3M | -37.9% | +4.6% | -42.5% | -43.8% |
| 6M | +12.3% | +13.5% | -1.2% | -12.1% |
| YTD | +39.7% | +18.5% | +21.2% | +2.1% |
| 1Y | +25.7% | +22.9% | +2.8% | -13.5% |
| 3Y | +230.8% | +67.8% | +163.0% | +51.7% |
| 5Y | -8.8% | +81.8% | -90.6% | -59.4% |
| All | +2.0% | +106.7% | -104.7% | -58.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling