-93.6%
RFL price history and return analytics
+65.7%
-159.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.1% | -5.2% |
| 7D | -8.8% | -0.1% | -8.6% | -8.6% |
| 30D | +15.1% | -0.7% | +15.7% | +15.9% |
| 3M | +18.7% | +4.0% | +14.7% | +14.7% |
| 6M | +53.7% | +12.3% | +41.4% | +37.3% |
| YTD | +94.1% | +14.0% | +80.0% | +70.4% |
| 1Y | +59.0% | +20.3% | +38.7% | +32.2% |
| 3Y | +6.0% | +75.4% | -69.4% | -40.7% |
| 5Y | -93.6% | +66.0% | -159.5% | -95.8% |
| All | -93.6% | +65.7% | -159.2% | -95.8% |
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 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