+307.7%
RDIV price history and return analytics
+260.6%
+47.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.5% |
| 7D | +1.4% | -2.3% | +3.7% | +3.6% |
| 30D | +8.6% | -5.0% | +13.6% | +13.6% |
| 3M | -0.2% | -4.9% | +4.6% | +4.1% |
| 6M | +10.5% | -1.5% | +12.1% | +11.1% |
| YTD | +21.9% | +8.5% | +13.4% | +11.0% |
| 1Y | +23.6% | +11.4% | +12.3% | +9.7% |
| 3Y | +85.4% | +70.1% | +15.3% | +8.0% |
| 5Y | +84.8% | +53.7% | +31.0% | +18.0% |
| 10Y | +197.7% | +220.0% | -22.3% | -2.3% |
| All | +307.7% | +260.6% | +47.1% | +22.8% |
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