+493.9%
RFG price history and return analytics
+371.8%
+122.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.4% |
| 7D | +1.8% | +1.0% | +0.8% | +0.8% |
| 30D | -3.7% | -0.2% | -3.5% | -3.5% |
| 3M | -2.2% | +4.5% | -6.7% | -6.4% |
| 6M | +10.0% | +14.1% | -4.0% | -3.6% |
| YTD | +15.9% | +14.8% | +1.2% | +1.0% |
| 1Y | +18.6% | +21.2% | -2.6% | -2.2% |
| 3Y | +53.6% | +76.6% | -23.0% | -12.6% |
| 5Y | +37.3% | +66.6% | -29.3% | -15.9% |
| 10Y | +150.8% | +222.3% | -71.5% | -15.5% |
| All | +493.9% | +371.8% | +122.1% | +34.4% |
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