+473.1%
RDY vs VT
+356.5%
+116.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | -1.1% | +2.4% | -3.5% | -2.6% |
| 30D | +15.6% | -1.5% | +17.1% | +16.7% |
| 3M | +18.7% | -4.1% | +22.8% | +21.9% |
| 6M | +14.3% | +0.6% | +13.7% | +13.4% |
| YTD | +5.7% | +11.0% | -5.3% | -1.9% |
| 1Y | +7.0% | +13.3% | -6.3% | -2.0% |
| 3Y | +15.7% | +73.4% | -57.7% | -20.8% |
| 5Y | +18.9% | +57.4% | -38.5% | -14.4% |
| 10Y | +65.9% | +221.7% | -155.8% | -29.9% |
| All | +473.1% | +356.5% | +116.6% | +71.4% |
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