-51.2%
RFL price history and return analytics
+154.5%
-205.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +3.9% | +4.1% |
| 7D | -4.5% | -2.0% | -2.5% | -2.1% |
| 30D | +22.9% | -1.4% | +24.3% | +25.2% |
| 3M | +32.6% | +4.7% | +27.9% | +25.7% |
| 6M | +60.5% | +11.4% | +49.2% | +40.3% |
| YTD | +100.0% | +13.1% | +86.9% | +70.9% |
| 1Y | +77.4% | +19.0% | +58.4% | +41.7% |
| 3Y | +9.3% | +73.9% | -64.7% | -47.6% |
| 5Y | -93.2% | +65.4% | -158.6% | -96.6% |
| All | -51.2% | +154.5% | -205.7% | -87.3% |
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