+87.8%
RDIV price history and return analytics
+57.4%
+30.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -0.8% |
| 7D | +1.3% | +0.4% | +1.0% | +1.0% |
| 30D | +9.0% | -2.6% | +11.5% | +10.8% |
| 3M | +0.3% | -3.2% | +3.6% | +2.5% |
| 6M | +12.2% | +0.9% | +11.3% | +10.7% |
| YTD | +23.1% | +11.3% | +11.8% | +12.1% |
| 1Y | +23.7% | +14.0% | +9.7% | +10.4% |
| 3Y | +92.8% | +75.8% | +16.9% | +20.8% |
| 5Y | +87.8% | +57.8% | +29.9% | +22.2% |
| All | +87.8% | +57.4% | +30.4% | +22.2% |
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 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