-11.3%
RDY vs VT
+74.2%
-85.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | -2.4% | -0.1% | -2.2% | -2.3% |
| 30D | -2.2% | -0.7% | -1.6% | -2.0% |
| 3M | -10.5% | +4.0% | -14.5% | -12.2% |
| 6M | -16.9% | +12.3% | -29.1% | -21.4% |
| YTD | -14.8% | +14.0% | -28.8% | -20.1% |
| 1Y | -17.9% | +20.3% | -38.2% | -25.0% |
| All | -11.3% | +74.2% | -85.5% | -29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling