+406.3%
RFIL price history and return analytics
+217.6%
+188.7%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | -5.9% | -0.1% | -5.7% | -5.3% |
| 30D | -13.0% | -3.1% | -9.9% | -10.0% |
| 3M | -41.8% | -3.5% | -38.3% | -39.4% |
| 6M | -52.7% | +0.5% | -53.1% | -51.9% |
| YTD | +25.1% | +10.8% | +14.3% | +19.5% |
| 1Y | +2.4% | +11.9% | -9.5% | -2.8% |
| 3Y | +170.8% | +73.0% | +97.8% | +88.1% |
| 5Y | -6.2% | +58.6% | -64.8% | -30.9% |
| 10Y | +406.3% | +219.2% | +187.1% | +128.3% |
| All | +406.3% | +217.6% | +188.7% | +128.3% |
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 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