-63.6%
RDI price history and return analytics
+57.5%
-121.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.4% |
| 7D | +11.0% | -0.1% | +11.1% | +11.1% |
| 30D | -3.7% | -3.1% | -0.6% | -1.7% |
| 3M | +17.4% | -3.5% | +20.9% | +20.3% |
| 6M | +71.7% | +0.5% | +71.2% | +70.9% |
| YTD | +73.3% | +10.8% | +62.6% | +61.4% |
| 1Y | +38.9% | +11.9% | +27.0% | +28.4% |
| 3Y | +4.0% | +73.0% | -69.0% | -29.5% |
| 5Y | -63.6% | +58.6% | -122.2% | -70.5% |
| All | -63.6% | +57.5% | -121.1% | -70.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling