+138.3%
RFG vs VT
+222.7%
-84.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.5% |
| 7D | +4.2% | +2.9% | +1.3% | +0.7% |
| 30D | -5.7% | -2.5% | -3.2% | -2.7% |
| 3M | -12.0% | -3.3% | -8.6% | -8.2% |
| 6M | -9.5% | +1.5% | -11.1% | -11.0% |
| YTD | +6.9% | +11.4% | -4.5% | -5.9% |
| 1Y | +7.2% | +11.9% | -4.7% | -6.2% |
| 3Y | +48.8% | +73.9% | -25.0% | -23.0% |
| 5Y | +18.1% | +57.9% | -39.8% | -30.7% |
| All | +138.3% | +222.7% | -84.4% | -37.1% |
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