+1,138.3%
RDVT price history and return analytics
+159.7%
+978.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +3.9% | +0.4% | +3.4% | +3.4% |
| 30D | +11.5% | +1.0% | +10.5% | +10.4% |
| 3M | +40.8% | +2.4% | +38.4% | +37.0% |
| 6M | +67.3% | +12.0% | +55.3% | +48.1% |
| YTD | +33.7% | +15.3% | +18.4% | +14.6% |
| 1Y | +52.9% | +22.6% | +30.3% | +22.7% |
| 3Y | +273.0% | +74.7% | +198.4% | +109.2% |
| 5Y | +160.2% | +66.1% | +94.1% | +54.6% |
| All | +1,138.3% | +159.7% | +978.6% | +376.1% |
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