+203.0%
VRT vs RDDT
+230.5%
-27.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +6.1% | -11.7% | -6.9% |
| 7D | -7.7% | -0.4% | -7.3% | -7.7% |
| 30D | -12.0% | -0.5% | -11.4% | -12.3% |
| 3M | -11.7% | -9.8% | -1.9% | -12.1% |
| 6M | -8.1% | +15.8% | -23.9% | -15.2% |
| YTD | +53.2% | -32.4% | +85.6% | +60.5% |
| 1Y | +81.7% | -40.0% | +121.7% | +94.2% |
| All | +203.0% | +230.5% | -27.5% | +124.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RDDT.
Daily Out/Under-Performance
Portfolio return minus RDDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDDT 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 RDDT 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