-80.3%
RDI price history and return analytics
+345.0%
-425.2%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | +0.5% |
| 7D | +1.2% | -4.2% | +5.4% | +3.6% |
| 30D | -9.8% | -5.8% | -4.0% | -6.8% |
| 3M | +10.0% | -5.2% | +15.2% | +13.5% |
| 6M | +48.6% | +0.1% | +48.5% | +48.4% |
| YTD | +57.1% | +8.2% | +48.9% | +49.9% |
| 1Y | +21.3% | +10.1% | +11.2% | +14.5% |
| 3Y | -12.7% | +69.7% | -82.4% | -35.5% |
| 5Y | -65.7% | +53.4% | -119.1% | -73.3% |
| 10Y | -86.9% | +219.2% | -306.1% | -92.7% |
| All | -80.3% | +345.0% | -425.2% | -90.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling