+13.1%
RFG vs VT
+53.2%
-40.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.1% | -1.1% | -0.1% |
| 7D | -7.3% | -4.2% | -3.1% | -2.2% |
| 30D | -11.9% | -5.8% | -6.1% | -5.0% |
| 3M | -12.7% | -5.2% | -7.4% | -6.5% |
| 6M | -12.1% | +0.1% | -12.2% | -12.1% |
| YTD | +2.6% | +8.2% | -5.7% | -7.0% |
| 1Y | +4.5% | +10.1% | -5.6% | -7.2% |
| 3Y | +39.3% | +69.7% | -30.4% | -28.1% |
| 5Y | +13.1% | +53.4% | -40.3% | -33.0% |
| All | +13.1% | +53.2% | -40.1% | -33.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling