+174.4%
RFIL price history and return analytics
+345.0%
-170.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.4% | -4.1% | -8.4% | -10.3% |
| 7D | -17.6% | -4.2% | -13.4% | -15.5% |
| 30D | -24.4% | -5.8% | -18.6% | -21.7% |
| 3M | -51.0% | -5.2% | -45.7% | -49.3% |
| 6M | -54.5% | +0.1% | -54.7% | -53.9% |
| YTD | +13.3% | +8.2% | +5.1% | +11.6% |
| 1Y | -12.9% | +10.1% | -23.0% | -14.9% |
| 3Y | +127.4% | +69.7% | +57.8% | +83.3% |
| 5Y | -15.9% | +53.4% | -69.3% | -29.5% |
| 10Y | +358.7% | +219.2% | +139.5% | +193.0% |
| All | +174.4% | +345.0% | -170.6% | +57.1% |
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