-87.0%
RDI price history and return analytics
+224.4%
-311.3%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -0.4% |
| 7D | +8.9% | -0.7% | +9.6% | +9.5% |
| 30D | -1.1% | -1.7% | +0.7% | +0.4% |
| 3M | +25.3% | -2.3% | +27.6% | +27.9% |
| 6M | +74.3% | +1.5% | +72.8% | +71.7% |
| YTD | +74.3% | +12.0% | +62.2% | +57.8% |
| 1Y | +36.6% | +12.9% | +23.7% | +22.7% |
| 3Y | +4.6% | +74.9% | -70.4% | -36.1% |
| 5Y | -63.4% | +59.9% | -123.3% | -75.8% |
| 10Y | -87.0% | +224.6% | -311.6% | -94.3% |
| All | -87.0% | +224.4% | -311.3% | -94.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling