+138.5%
RFDI vs VT
+228.2%
-89.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +1.1% |
| 7D | +1.8% | -0.3% | +2.1% | +2.0% |
| 30D | +1.9% | -1.4% | +3.3% | +3.2% |
| 3M | -0.2% | -1.4% | +1.2% | +1.0% |
| 6M | +21.7% | +15.4% | +6.3% | +7.2% |
| YTD | +21.7% | +15.4% | +6.3% | +7.2% |
| 1Y | +21.7% | +15.4% | +6.3% | +7.2% |
| 3Y | +80.1% | +76.9% | +3.2% | +7.9% |
| 5Y | +48.8% | +60.4% | -11.6% | -3.1% |
| All | +138.5% | +228.2% | -89.6% | -17.2% |
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