-5.7%
RFI price history and return analytics
+57.0%
-62.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -0.9% | +2.4% | -3.3% | -2.5% |
| 30D | +3.8% | -1.5% | +5.3% | +4.7% |
| 3M | -5.9% | -4.1% | -1.8% | -3.3% |
| 6M | -2.7% | +0.6% | -3.3% | -3.6% |
| YTD | +4.0% | +11.0% | -7.0% | -4.4% |
| 1Y | +1.4% | +13.3% | -12.0% | -8.3% |
| 3Y | +27.6% | +73.4% | -45.8% | -18.6% |
| All | -5.7% | +57.0% | -62.8% | -36.2% |
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 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