+362.7%
RDY price history and return analytics
+368.9%
-6.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.0% |
| 7D | -0.6% | -1.1% | +0.5% | +0.1% |
| 30D | -4.0% | -1.0% | -3.0% | -3.4% |
| 3M | -10.3% | +3.2% | -13.5% | -12.3% |
| 6M | -17.6% | +12.5% | -30.1% | -24.0% |
| YTD | -14.6% | +14.1% | -28.7% | -22.1% |
| 1Y | -18.6% | +18.9% | -37.5% | -27.9% |
| 3Y | -11.2% | +74.1% | -85.3% | -39.4% |
| 5Y | -5.3% | +66.9% | -72.2% | -34.4% |
| 10Y | +38.9% | +228.3% | -189.4% | -42.0% |
| All | +362.7% | +368.9% | -6.2% | +36.1% |
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