+135.3%
RAFE price history and return analytics
+122.7%
+12.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | -0.3% |
| 7D | -0.8% | -0.7% | -0.1% | -0.2% |
| 30D | +3.6% | -1.7% | +5.3% | +5.1% |
| 3M | +4.3% | -2.3% | +6.6% | +6.3% |
| 6M | +14.9% | +1.5% | +13.3% | +12.9% |
| YTD | +24.4% | +12.0% | +12.4% | +11.8% |
| 1Y | +27.1% | +12.9% | +14.3% | +13.4% |
| 3Y | +83.4% | +74.9% | +8.5% | +9.7% |
| 5Y | +74.1% | +59.9% | +14.1% | +12.7% |
| All | +135.3% | +122.7% | +12.6% | +14.0% |
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 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