-44.5%
RDTL price history and return analytics
+37.0%
-81.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | -0.5% |
| 7D | +3.8% | -1.1% | +4.9% | +8.0% |
| 30D | -0.7% | -1.0% | +0.3% | +3.6% |
| 3M | -35.3% | +3.2% | -38.5% | -41.2% |
| 6M | -11.1% | +12.5% | -23.5% | -41.3% |
| YTD | -72.0% | +14.1% | -86.0% | -83.0% |
| 1Y | -81.7% | +18.9% | -100.6% | -90.2% |
| All | -44.5% | +37.0% | -81.4% | -82.3% |
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