-77.9%
RFL price history and return analytics
+150.0%
-227.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.3% |
| 7D | +2.9% | +2.4% | +0.5% | +0.1% |
| 30D | -25.2% | -1.5% | -23.7% | -23.9% |
| 3M | -45.7% | -4.1% | -41.6% | -42.8% |
| 6M | -20.7% | +0.6% | -21.3% | -21.4% |
| YTD | -9.3% | +11.0% | -20.4% | -20.8% |
| 1Y | -15.1% | +13.3% | -28.4% | -27.9% |
| 3Y | -40.7% | +73.4% | -114.1% | -71.6% |
| 5Y | -84.1% | +57.4% | -141.5% | -91.1% |
| All | -77.9% | +150.0% | -227.9% | -94.1% |
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 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