+75.4%
VEA vs RDW
+241.5%
-166.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +1.2% |
| 7D | -1.5% | +0.9% | -2.3% | -1.5% |
| 30D | -0.8% | -21.3% | +20.4% | +0.6% |
| 3M | +2.5% | -37.9% | +40.3% | +4.8% |
| 6M | +11.1% | +12.3% | -1.1% | +8.3% |
| YTD | +17.2% | +39.7% | -22.6% | +11.7% |
| 1Y | +24.5% | +25.7% | -1.2% | +18.4% |
| 3Y | +75.4% | +230.8% | -155.4% | +47.4% |
| All | +75.4% | +241.5% | -166.1% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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