+33.5%
RAIL price history and return analytics
+65.7%
-32.2%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -0.6% | -7.5% | -7.3% |
| 7D | +0.4% | -0.1% | +0.6% | +0.7% |
| 30D | -14.8% | -0.7% | -14.1% | -13.9% |
| 3M | -19.0% | +4.0% | -23.0% | -23.1% |
| 6M | -46.8% | +12.3% | -59.1% | -54.4% |
| YTD | -39.1% | +14.0% | -53.1% | -48.5% |
| 1Y | -19.6% | +20.3% | -39.9% | -36.1% |
| 3Y | +157.3% | +75.4% | +81.8% | +36.3% |
| 5Y | +33.5% | +66.0% | -32.5% | -14.6% |
| All | +33.5% | +65.7% | -32.2% | -14.6% |
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