+274.3%
RDVT price history and return analytics
+74.2%
+200.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.3% |
| 7D | +4.1% | -0.1% | +4.2% | +4.3% |
| 30D | +13.3% | -0.7% | +14.0% | +14.2% |
| 3M | +40.7% | +4.0% | +36.7% | +34.2% |
| 6M | +66.5% | +12.3% | +54.2% | +44.9% |
| YTD | +30.6% | +14.0% | +16.6% | +11.4% |
| 1Y | +45.1% | +20.3% | +24.8% | +15.5% |
| All | +274.3% | +74.2% | +200.2% | +95.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling