+1,096.5%
RDVT price history and return analytics
+150.0%
+946.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -2.9% |
| 7D | +5.0% | +2.4% | +2.6% | +2.5% |
| 30D | -3.1% | -1.5% | -1.6% | -1.3% |
| 3M | -0.2% | -4.1% | +3.9% | +4.4% |
| 6M | +61.0% | +0.6% | +60.5% | +59.7% |
| YTD | +29.2% | +11.0% | +18.1% | +15.4% |
| 1Y | +27.9% | +13.3% | +14.6% | +11.7% |
| 3Y | +285.8% | +73.4% | +212.4% | +118.4% |
| 5Y | +112.6% | +57.4% | +55.1% | +33.4% |
| All | +1,096.5% | +150.0% | +946.5% | +379.2% |
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