+186.6%
RDIV price history and return analytics
+220.7%
-34.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +0.8% |
| 7D | +2.6% | -0.1% | +2.7% | +2.6% |
| 30D | +9.3% | -3.1% | +12.4% | +12.4% |
| 3M | +0.9% | -3.5% | +4.4% | +4.1% |
| 6M | +12.6% | +0.5% | +12.2% | +11.0% |
| YTD | +23.6% | +10.8% | +12.8% | +9.7% |
| 1Y | +23.5% | +11.9% | +11.6% | +8.5% |
| 3Y | +92.2% | +73.0% | +19.3% | +6.7% |
| 5Y | +87.2% | +58.6% | +28.6% | +13.1% |
| All | +186.6% | +220.7% | -34.1% | -18.0% |
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