-35.0%
RDYY vs VT
+21.2%
-56.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.1% |
| 7D | +3.2% | +1.0% | +2.2% | +1.8% |
| 30D | -4.7% | -0.2% | -4.4% | -4.3% |
| 3M | -10.8% | +4.5% | -15.3% | -15.8% |
| 6M | +9.7% | +14.1% | -4.3% | -9.6% |
| YTD | -30.5% | +14.8% | -45.2% | -44.0% |
| All | -35.0% | +21.2% | -56.2% | -51.8% |
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