+148.8%
RFDI price history and return analytics
+244.3%
-95.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.7% | +0.4% | +0.3% | +0.3% |
| 30D | +1.9% | +1.0% | +0.9% | +1.0% |
| 3M | +7.9% | +2.4% | +5.5% | +5.4% |
| 6M | +10.8% | +12.0% | -1.2% | -0.1% |
| YTD | +17.3% | +15.3% | +2.0% | +3.0% |
| 1Y | +26.6% | +22.6% | +4.1% | +5.2% |
| 3Y | +80.3% | +74.7% | +5.6% | +8.2% |
| 5Y | +49.7% | +66.1% | -16.4% | -6.3% |
| 10Y | +139.0% | +225.0% | -86.0% | -23.0% |
| All | +148.8% | +244.3% | -95.5% | -25.2% |
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