-88.4%
RDZN vs VT
+62.4%
-150.8%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.7% |
| 7D | -11.6% | -1.1% | -10.5% | -10.6% |
| 30D | -14.9% | -1.0% | -13.9% | -14.1% |
| 3M | -29.2% | +3.2% | -32.3% | -31.4% |
| 6M | -7.3% | +12.5% | -19.8% | -16.9% |
| YTD | -52.7% | +14.1% | -66.8% | -58.1% |
| 1Y | +16.3% | +18.9% | -2.6% | -0.2% |
| 3Y | -90.1% | +74.1% | -164.2% | -93.0% |
| All | -88.4% | +62.4% | -150.8% | -91.8% |
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