-21.0%
RDWR vs VT
+66.8%
-87.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | +0.2% | +1.0% | -0.8% | -0.8% |
| 30D | -1.1% | -0.2% | -0.9% | -0.8% |
| 3M | -1.6% | +4.5% | -6.2% | -5.6% |
| 6M | +13.2% | +14.1% | -0.8% | -0.9% |
| YTD | +16.2% | +14.8% | +1.4% | +1.1% |
| 1Y | +9.5% | +21.2% | -11.6% | -9.9% |
| 3Y | +65.8% | +76.6% | -10.8% | -6.5% |
| All | -21.0% | +66.8% | -87.7% | -54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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