+178.9%
RFEM price history and return analytics
+249.4%
-70.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.7% | +0.4% | +1.2% | +1.2% |
| 30D | +4.4% | +1.0% | +3.4% | +3.4% |
| 3M | +5.6% | +2.4% | +3.2% | +3.5% |
| 6M | +19.8% | +12.0% | +7.8% | +8.1% |
| YTD | +28.0% | +15.3% | +12.7% | +12.6% |
| 1Y | +40.7% | +22.6% | +18.1% | +17.0% |
| 3Y | +99.7% | +74.7% | +25.0% | +19.3% |
| 5Y | +68.2% | +66.1% | +2.0% | +4.8% |
| 10Y | +147.5% | +225.0% | -77.5% | -14.4% |
| All | +178.9% | +249.4% | -70.5% | -5.5% |
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 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