-37.2%
RFIX price history and return analytics
+36.2%
-73.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +0.7% | +0.4% | +0.3% | +0.7% |
| 30D | -3.7% | +1.0% | -4.7% | -3.7% |
| 3M | -8.6% | +2.4% | -11.0% | -8.7% |
| 6M | -13.1% | +12.0% | -25.1% | -13.0% |
| YTD | +0.1% | +15.3% | -15.2% | +0.4% |
| 1Y | -14.0% | +22.6% | -36.6% | -13.5% |
| All | -37.2% | +36.2% | -73.3% | -38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling