+213.6%
RF price history and return analytics
+221.8%
-8.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.6% |
| 7D | +1.9% | +2.4% | -0.4% | -1.2% |
| 30D | +7.3% | -1.5% | +8.8% | +9.2% |
| 3M | -7.9% | -4.1% | -3.8% | -3.1% |
| 6M | +10.5% | +0.6% | +10.0% | +8.4% |
| YTD | +9.6% | +11.0% | -1.4% | -6.5% |
| 1Y | +20.3% | +13.3% | +7.0% | -0.3% |
| 3Y | +119.5% | +73.4% | +46.1% | +0.7% |
| 5Y | +48.2% | +57.4% | -9.2% | -21.1% |
| All | +213.6% | +221.8% | -8.1% | -37.8% |
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