+19.6%
RFG price history and return analytics
+57.5%
-38.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | 0.0% |
| 7D | -2.3% | -0.1% | -2.2% | -2.1% |
| 30D | -7.1% | -3.1% | -4.0% | -3.3% |
| 3M | -10.9% | -3.5% | -7.4% | -6.8% |
| 6M | -9.6% | +0.5% | -10.1% | -10.0% |
| YTD | +6.9% | +10.8% | -3.9% | -5.8% |
| 1Y | +7.4% | +11.9% | -4.5% | -6.5% |
| 3Y | +48.9% | +73.0% | -24.1% | -25.0% |
| 5Y | +19.6% | +58.6% | -39.1% | -31.9% |
| All | +19.6% | +57.5% | -38.0% | -31.9% |
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 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