+218.7%
RFAI vs VT
+41.4%
+177.3%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +2.6% | -9.8% | -8.2% |
| 7D | +6.7% | +0.4% | +6.3% | +6.3% |
| 30D | -16.0% | -2.6% | -13.4% | -15.0% |
| 3M | +189.3% | -3.2% | +192.6% | +193.2% |
| 6M | +192.8% | +0.9% | +191.8% | +196.7% |
| YTD | +197.7% | +11.3% | +186.4% | +201.5% |
| 1Y | +199.1% | +14.0% | +185.1% | +202.9% |
| All | +218.7% | +41.4% | +177.3% | +222.3% |
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