+183.4%
RFAI price history and return analytics
+19.6%
+163.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.9% | -6.9% | -6.8% |
| 7D | -27.5% | -1.1% | -26.4% | -26.6% |
| 30D | +171.9% | -1.0% | +172.9% | +173.7% |
| 3M | +173.9% | +3.2% | +170.7% | +175.7% |
| 6M | +175.9% | +12.5% | +163.4% | +177.7% |
| YTD | +180.0% | +14.1% | +165.9% | +181.8% |
| 1Y | +183.4% | +18.9% | +164.5% | +184.9% |
| All | +183.4% | +19.6% | +163.8% | +184.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling