+285.8%
RDVT price history and return analytics
+74.0%
+211.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -2.9% |
| 7D | +5.0% | +2.4% | +2.6% | +2.3% |
| 30D | -3.1% | -1.5% | -1.6% | -1.2% |
| 3M | -0.2% | -4.1% | +3.9% | +4.7% |
| 6M | +61.0% | +0.6% | +60.5% | +59.5% |
| YTD | +29.2% | +11.0% | +18.1% | +13.4% |
| 1Y | +27.9% | +13.3% | +14.6% | +9.3% |
| 3Y | +285.8% | +73.4% | +212.4% | +73.5% |
| All | +285.8% | +74.0% | +211.7% | +73.5% |
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