+18.1%
RFM price history and return analytics
+190.6%
-172.4%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.5% |
| 7D | -2.0% | -2.0% | 0.0% | -1.5% |
| 30D | -6.3% | -1.4% | -4.9% | -6.0% |
| 3M | -3.0% | +4.7% | -7.8% | -4.1% |
| 6M | +1.3% | +11.4% | -10.0% | -1.3% |
| YTD | +4.6% | +13.1% | -8.5% | +1.4% |
| 1Y | +5.2% | +19.0% | -13.8% | +0.8% |
| 3Y | +13.5% | +73.9% | -60.5% | -0.8% |
| 5Y | -10.0% | +65.4% | -75.4% | -22.0% |
| All | +18.1% | +190.6% | -172.4% | +0.2% |
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