+129.4%
RFDI price history and return analytics
+215.5%
-86.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.3% |
| 7D | -1.6% | -2.3% | +0.7% | +0.5% |
| 30D | -1.3% | -5.0% | +3.7% | +3.3% |
| 3M | -3.8% | -4.9% | +1.1% | +0.6% |
| 6M | +16.2% | +10.4% | +5.8% | +6.5% |
| YTD | +16.2% | +10.4% | +5.8% | +6.5% |
| 1Y | +16.2% | +10.4% | +5.8% | +6.5% |
| 3Y | +74.3% | +70.1% | +4.3% | +8.2% |
| 5Y | +43.6% | +53.7% | -10.1% | -2.8% |
| All | +129.4% | +215.5% | -86.2% | -17.5% |
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