+334.0%
RF price history and return analytics
+363.9%
-29.9%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | -1.0% |
| 7D | +2.3% | -0.3% | +2.6% | +2.7% |
| 30D | +7.2% | -1.4% | +8.7% | +9.3% |
| 3M | -8.2% | -1.4% | -6.8% | -6.6% |
| 6M | +7.0% | +5.5% | +1.6% | -2.3% |
| YTD | +10.3% | +12.8% | -2.5% | -9.3% |
| 1Y | +25.1% | +15.4% | +9.6% | -0.6% |
| 3Y | +110.3% | +76.9% | +33.4% | -11.7% |
| 5Y | +47.1% | +60.4% | -13.3% | -28.6% |
| 10Y | +297.9% | +232.8% | +65.2% | -33.0% |
| All | +334.0% | +363.9% | -29.9% | +13.3% |
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