+30.3%
RDFI price history and return analytics
+110.4%
-80.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -2.6% | +2.4% | -5.0% | -3.3% |
| 30D | +0.6% | -1.5% | +2.1% | +1.0% |
| 3M | -7.7% | -4.1% | -3.5% | -6.5% |
| 6M | -6.2% | +0.6% | -6.8% | -6.5% |
| YTD | -4.3% | +11.0% | -15.4% | -7.4% |
| 1Y | -3.8% | +13.3% | -17.2% | -7.5% |
| 3Y | +29.0% | +73.4% | -44.4% | +9.4% |
| 5Y | +4.8% | +57.4% | -52.6% | -9.4% |
| All | +30.3% | +110.4% | -80.1% | +3.8% |
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 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