+434.3%
RFIL price history and return analytics
+222.7%
+211.6%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.5% |
| 7D | +16.5% | +2.9% | +13.6% | +13.8% |
| 30D | -4.0% | -2.5% | -1.5% | -1.2% |
| 3M | -42.0% | -3.3% | -38.6% | -39.7% |
| 6M | -54.0% | +1.5% | -55.6% | -53.7% |
| YTD | +32.0% | +11.4% | +20.6% | +25.6% |
| 1Y | +15.3% | +11.9% | +3.3% | +9.3% |
| 3Y | +185.8% | +73.9% | +111.9% | +97.7% |
| 5Y | -3.3% | +57.9% | -61.2% | -28.5% |
| All | +434.3% | +222.7% | +211.6% | +139.5% |
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