+162.5%
RFIL vs VT
+76.6%
+85.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.3% | -5.0% |
| 7D | -2.6% | -0.3% | -2.3% | -2.3% |
| 30D | -11.2% | -1.4% | -9.7% | -9.0% |
| 3M | -45.4% | -1.4% | -44.0% | -44.0% |
| 6M | -46.3% | +5.5% | -51.8% | -48.6% |
| YTD | +29.4% | +12.8% | +16.6% | +17.0% |
| 1Y | -1.4% | +15.4% | -16.9% | -12.4% |
| All | +162.5% | +76.6% | +85.9% | +99.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling