+12.5%
RFL price history and return analytics
+76.6%
-64.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.6% | -4.7% |
| 7D | -0.4% | +1.0% | -1.4% | -1.1% |
| 30D | +18.5% | -0.2% | +18.8% | +18.8% |
| 3M | +49.1% | +4.5% | +44.5% | +44.6% |
| 6M | +63.1% | +14.1% | +49.0% | +47.6% |
| YTD | +105.9% | +14.8% | +91.2% | +85.1% |
| 1Y | +81.3% | +21.2% | +60.1% | +56.3% |
| 3Y | +12.5% | +76.6% | -64.1% | -28.8% |
| All | +12.5% | +76.6% | -64.1% | -28.8% |
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