+99.6%
RFI vs VT
+223.7%
-124.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -1.2% |
| 7D | +2.3% | +0.4% | +2.0% | +1.9% |
| 30D | +4.4% | -2.6% | +7.0% | +6.6% |
| 3M | -3.8% | -3.2% | -0.6% | -1.3% |
| 6M | -2.4% | +0.9% | -3.4% | -3.9% |
| YTD | +6.1% | +11.3% | -5.2% | -4.4% |
| 1Y | +3.6% | +14.0% | -10.4% | -8.6% |
| 3Y | +32.0% | +75.8% | -43.9% | -22.6% |
| 5Y | -3.2% | +57.8% | -61.0% | -37.6% |
| 10Y | +99.6% | +219.8% | -120.2% | -33.0% |
| All | +99.6% | +223.7% | -124.1% | -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 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