+177.2%
RDIV price history and return analytics
+222.7%
-45.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.2% |
| 7D | -3.1% | -0.1% | -3.0% | -3.0% |
| 30D | -2.3% | -0.7% | -1.6% | -1.7% |
| 3M | +5.5% | +4.0% | +1.5% | +1.1% |
| 6M | +12.9% | +12.3% | +0.6% | -0.4% |
| YTD | +19.6% | +14.0% | +5.6% | +3.7% |
| 1Y | +21.6% | +20.3% | +1.3% | -0.3% |
| 3Y | +77.0% | +75.4% | +1.6% | -2.5% |
| 5Y | +82.7% | +66.0% | +16.7% | +5.7% |
| 10Y | +177.2% | +228.2% | -51.0% | -21.0% |
| All | +177.2% | +222.7% | -45.5% | -21.0% |
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