-87.5%
REFR price history and return analytics
+229.8%
-317.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.6% |
| 7D | -4.9% | -1.1% | -3.8% | -4.1% |
| 30D | -18.8% | -1.0% | -17.8% | -18.2% |
| 3M | -47.3% | +3.2% | -50.5% | -48.4% |
| 6M | -56.7% | +12.5% | -69.1% | -60.2% |
| YTD | -70.2% | +14.1% | -84.3% | -73.0% |
| 1Y | -69.3% | +18.9% | -88.2% | -72.9% |
| 3Y | -72.7% | +74.1% | -146.8% | -81.7% |
| 5Y | -86.5% | +66.9% | -153.3% | -90.7% |
| All | -87.5% | +229.8% | -317.3% | -95.4% |
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