+253.8%
RFDA vs VT
+227.4%
+26.3%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.2% | +0.4% | -0.2% | -0.2% |
| 30D | +1.5% | +1.0% | +0.5% | +0.6% |
| 3M | +4.2% | +2.4% | +1.8% | +1.7% |
| 6M | +15.6% | +12.0% | +3.6% | +3.7% |
| YTD | +17.4% | +15.3% | +2.0% | +2.5% |
| 1Y | +22.1% | +22.6% | -0.5% | +0.7% |
| 3Y | +71.2% | +74.7% | -3.5% | +2.5% |
| 5Y | +83.8% | +66.1% | +17.7% | +14.4% |
| All | +253.8% | +227.4% | +26.3% | +20.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling