+251.0%
RFI price history and return analytics
+356.5%
-105.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -0.9% | +2.4% | -3.3% | -3.0% |
| 30D | +3.8% | -1.5% | +5.3% | +4.9% |
| 3M | -5.9% | -4.1% | -1.8% | -2.6% |
| 6M | -2.7% | +0.6% | -3.3% | -3.9% |
| YTD | +4.0% | +11.0% | -7.0% | -6.2% |
| 1Y | +1.4% | +13.3% | -12.0% | -10.3% |
| 3Y | +27.6% | +73.4% | -45.8% | -23.6% |
| 5Y | -4.5% | +57.4% | -62.0% | -38.1% |
| 10Y | +100.7% | +221.7% | -121.0% | -31.8% |
| All | +251.0% | +356.5% | -105.5% | -21.3% |
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