+264.3%
RFI vs VT
+374.2%
-109.9%
-71.2%
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 | -1.3% | +0.4% | -1.8% | -1.7% |
| 30D | -1.5% | +1.0% | -2.5% | -2.3% |
| 3M | +2.3% | +2.4% | -0.1% | -0.3% |
| 6M | -2.1% | +12.0% | -14.1% | -12.0% |
| YTD | +8.0% | +15.3% | -7.4% | -5.6% |
| 1Y | +2.2% | +22.6% | -20.4% | -15.5% |
| 3Y | +27.5% | +74.7% | -47.2% | -23.8% |
| 5Y | -0.2% | +66.1% | -66.3% | -38.2% |
| 10Y | +83.7% | +225.0% | -141.3% | -37.9% |
| All | +264.3% | +374.2% | -109.9% | -20.8% |
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