-3.9%
RFMZ price history and return analytics
+85.5%
-89.4%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -0.3% | +1.0% | -1.3% | -0.6% |
| 30D | -1.8% | -0.2% | -1.6% | -1.8% |
| 3M | -1.2% | +4.5% | -5.7% | -2.5% |
| 6M | +4.4% | +14.1% | -9.6% | +0.5% |
| YTD | +7.0% | +14.8% | -7.7% | +2.8% |
| 1Y | +8.2% | +21.2% | -13.0% | +2.2% |
| 3Y | +18.3% | +76.6% | -58.2% | -0.2% |
| 5Y | -12.5% | +66.6% | -79.1% | -26.4% |
| All | -3.9% | +85.5% | -89.4% | -19.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling