+23.1%
REFI vs VT
+65.4%
-42.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | +0.4% | +1.0% | -0.6% | -0.1% |
| 30D | +5.5% | -0.2% | +5.7% | +5.6% |
| 3M | +0.6% | +4.5% | -3.9% | -1.6% |
| 6M | -4.0% | +14.1% | -18.0% | -9.8% |
| YTD | -3.9% | +14.8% | -18.6% | -10.0% |
| 1Y | -10.9% | +21.2% | -32.1% | -18.7% |
| 3Y | +9.2% | +76.6% | -67.4% | -15.4% |
| All | +23.1% | +65.4% | -42.2% | -4.7% |
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