+2.0%
RDW price history and return analytics
+86.8%
-84.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -4.3% |
| 7D | +0.9% | -1.1% | +2.0% | +3.2% |
| 30D | -21.3% | -1.0% | -20.3% | -19.5% |
| 3M | -37.9% | +3.2% | -41.0% | -41.2% |
| 6M | +12.3% | +12.5% | -0.2% | -8.5% |
| YTD | +39.7% | +14.1% | +25.7% | +13.5% |
| 1Y | +25.7% | +18.9% | +6.8% | -4.7% |
| 3Y | +230.8% | +74.1% | +156.8% | +41.0% |
| 5Y | -8.8% | +66.9% | -75.6% | -58.3% |
| All | +2.0% | +86.8% | -84.7% | -55.9% |
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