+179.0%
RFIL price history and return analytics
+346.0%
-167.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.4% | +1.6% |
| 7D | -13.4% | -2.3% | -11.1% | -12.1% |
| 30D | -22.5% | -5.0% | -17.5% | -20.1% |
| 3M | -49.0% | -4.9% | -44.2% | -47.4% |
| 6M | -55.6% | -1.5% | -54.0% | -54.6% |
| YTD | +15.2% | +8.5% | +6.7% | +13.3% |
| 1Y | -8.1% | +11.4% | -19.5% | -10.7% |
| 3Y | +133.7% | +70.1% | +63.6% | +88.2% |
| 5Y | -14.5% | +53.7% | -68.2% | -28.5% |
| 10Y | +366.4% | +220.0% | +146.4% | +197.6% |
| All | +179.0% | +346.0% | -167.0% | +59.5% |
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 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