+1,088.0%
RDVT price history and return analytics
+154.5%
+933.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -0.9% |
| 7D | -4.4% | -2.0% | -2.4% | -2.4% |
| 30D | +2.6% | -1.4% | +4.0% | +4.1% |
| 3M | +36.0% | +4.7% | +31.3% | +29.3% |
| 6M | +68.1% | +11.4% | +56.8% | +49.7% |
| YTD | +28.3% | +13.1% | +15.2% | +12.3% |
| 1Y | +48.1% | +19.0% | +29.1% | +22.6% |
| 3Y | +262.0% | +73.9% | +188.0% | +103.9% |
| 5Y | +127.1% | +65.4% | +61.7% | +35.8% |
| All | +1,088.0% | +154.5% | +933.5% | +366.5% |
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