+218.8%
RFAI price history and return analytics
+43.6%
+175.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.3% |
| 7D | -23.9% | -2.0% | -21.9% | -23.3% |
| 30D | +188.1% | -1.4% | +189.5% | +189.8% |
| 3M | +191.3% | +4.7% | +186.5% | +192.9% |
| 6M | +193.7% | +11.4% | +182.3% | +195.3% |
| YTD | +197.8% | +13.1% | +184.7% | +199.3% |
| 1Y | +201.4% | +19.0% | +182.4% | +202.9% |
| All | +218.8% | +43.6% | +175.2% | +220.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling