+221.1%
RFAI vs VT
+11.9%
+209.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.6% | -9.0% | -9.0% |
| 7D | +15.0% | +2.9% | +12.1% | +11.7% |
| 30D | -9.9% | -2.5% | -7.3% | -6.8% |
| 3M | +210.3% | -3.3% | +213.7% | +222.8% |
| 6M | +214.3% | +1.5% | +212.8% | +227.0% |
| YTD | +219.6% | +11.4% | +208.2% | +232.3% |
| 1Y | +221.1% | +11.9% | +209.2% | +233.8% |
| All | +221.1% | +11.9% | +209.2% | +233.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling