+128.9%
RAFE vs VT
+115.7%
+13.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.5% |
| 7D | -1.0% | -2.3% | +1.4% | +1.1% |
| 30D | +1.6% | -5.0% | +6.6% | +6.2% |
| 3M | +2.0% | -4.9% | +6.9% | +6.5% |
| 6M | +11.8% | -1.5% | +13.4% | +13.0% |
| YTD | +21.0% | +8.5% | +12.6% | +11.9% |
| 1Y | +25.8% | +11.4% | +14.4% | +13.5% |
| 3Y | +79.5% | +70.1% | +9.4% | +10.1% |
| 5Y | +69.4% | +53.7% | +15.6% | +13.6% |
| All | +128.9% | +115.7% | +13.2% | +14.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling