+451.1%
RFG price history and return analytics
+357.6%
+93.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +0.7% |
| 7D | -0.2% | +0.4% | -0.5% | -0.5% |
| 30D | -6.5% | -2.6% | -3.9% | -3.9% |
| 3M | -10.6% | -3.2% | -7.4% | -7.5% |
| 6M | -9.0% | +0.9% | -10.0% | -9.7% |
| YTD | +7.6% | +11.3% | -3.7% | -3.2% |
| 1Y | +9.1% | +14.0% | -4.9% | -4.1% |
| 3Y | +51.3% | +75.8% | -24.5% | -13.4% |
| 5Y | +18.5% | +57.8% | -39.4% | -23.3% |
| 10Y | +145.1% | +219.8% | -74.7% | -16.4% |
| All | +451.1% | +357.6% | +93.5% | +28.9% |
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 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