+603.7%
RDWR vs VT
+360.7%
+243.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | -0.2% |
| 7D | -1.9% | -0.7% | -1.2% | -1.2% |
| 30D | +9.2% | -1.7% | +11.0% | +11.0% |
| 3M | +13.3% | -2.3% | +15.6% | +15.6% |
| 6M | +18.4% | +1.5% | +16.9% | +18.0% |
| YTD | +34.4% | +12.0% | +22.3% | +24.8% |
| 1Y | +40.0% | +12.9% | +27.1% | +29.4% |
| 3Y | +111.7% | +74.9% | +36.8% | +46.2% |
| 5Y | -2.9% | +59.9% | -62.8% | -28.6% |
| 10Y | +146.3% | +224.6% | -78.3% | +14.9% |
| All | +603.7% | +360.7% | +243.0% | +157.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling