-5.8%
RFMZ price history and return analytics
+84.4%
-90.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.4% | -0.8% |
| 7D | -2.3% | -1.1% | -1.2% | -2.0% |
| 30D | -4.7% | -1.0% | -3.8% | -4.5% |
| 3M | -4.3% | +3.2% | -7.5% | -5.2% |
| 6M | +1.8% | +12.5% | -10.6% | -1.6% |
| YTD | +4.9% | +14.1% | -9.2% | +0.9% |
| 1Y | +4.6% | +18.9% | -14.3% | -0.6% |
| 3Y | +16.2% | +74.1% | -57.9% | -1.6% |
| 5Y | -15.0% | +66.9% | -81.8% | -28.4% |
| All | -5.8% | +84.4% | -90.2% | -21.2% |
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