+118.3%
VOO vs RDW
-0.7%
+119.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +1.0% |
| 7D | -0.8% | +0.9% | -1.6% | -0.9% |
| 30D | -1.1% | -21.3% | +20.2% | +0.5% |
| 3M | +3.9% | -37.9% | +41.7% | +6.6% |
| 6M | +13.6% | +12.3% | +1.4% | +10.1% |
| YTD | +12.7% | +39.7% | -27.0% | +6.2% |
| 1Y | +17.6% | +25.7% | -8.1% | +10.5% |
| 3Y | +77.3% | +230.8% | -153.5% | +44.3% |
| 5Y | +84.1% | -8.8% | +92.9% | +53.3% |
| All | +118.3% | -0.7% | +119.1% | +79.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling