+291.3%
RFAI vs VT
+21.4%
+269.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.6% |
| 7D | +0.1% | +1.0% | -0.9% | -0.7% |
| 30D | +275.8% | -0.2% | +276.0% | +275.5% |
| 3M | +277.5% | +4.5% | +272.9% | +277.3% |
| 6M | +283.0% | +14.1% | +269.0% | +282.8% |
| YTD | +286.6% | +14.8% | +271.8% | +286.3% |
| 1Y | +291.3% | +21.2% | +270.1% | +290.8% |
| All | +291.3% | +21.4% | +269.9% | +290.8% |
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