-87.4%
RDZN vs VT
+62.3%
-149.8%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.2% | -3.3% |
| 7D | -4.6% | -0.1% | -4.5% | -4.5% |
| 30D | -3.1% | -0.7% | -2.5% | -2.6% |
| 3M | -22.5% | +4.0% | -26.5% | -25.7% |
| 6M | 0.0% | +12.3% | -12.3% | -10.2% |
| YTD | -48.5% | +14.0% | -62.6% | -54.4% |
| 1Y | +25.6% | +20.3% | +5.3% | +6.6% |
| 3Y | -88.9% | +75.4% | -164.3% | -92.1% |
| All | -87.4% | +62.3% | -149.8% | -91.1% |
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