-35.3%
RFIX price history and return analytics
+27.8%
-63.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.4% | -1.6% |
| 7D | -2.4% | -4.2% | +1.8% | -2.3% |
| 30D | -0.5% | -5.8% | +5.3% | -0.4% |
| 3M | -0.9% | -5.2% | +4.4% | -0.8% |
| 6M | -7.9% | +0.1% | -8.0% | -7.8% |
| YTD | +3.1% | +8.2% | -5.2% | +3.4% |
| 1Y | -5.1% | +10.1% | -15.2% | -4.5% |
| All | -35.3% | +27.8% | -63.1% | -36.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling