+407.7%
RFIL price history and return analytics
+223.7%
+184.0%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.6% | +6.3% | +6.5% |
| 7D | -6.0% | +0.4% | -6.3% | -5.9% |
| 30D | -12.8% | -2.6% | -10.2% | -10.1% |
| 3M | -43.4% | -3.2% | -40.2% | -41.2% |
| 6M | -52.6% | +0.9% | -53.5% | -51.9% |
| YTD | +25.4% | +11.3% | +14.1% | +19.3% |
| 1Y | +1.8% | +14.0% | -12.2% | -4.8% |
| 3Y | +158.0% | +75.8% | +82.2% | +76.9% |
| 5Y | -5.5% | +57.8% | -63.3% | -30.1% |
| 10Y | +407.7% | +219.8% | +187.9% | +127.7% |
| All | +407.7% | +223.7% | +184.0% | +127.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling