+208.3%
RFV price history and return analytics
+223.7%
-15.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.5% | 0.0% |
| 7D | -1.1% | +0.4% | -1.5% | -1.6% |
| 30D | +1.6% | -2.6% | +4.2% | +4.7% |
| 3M | -1.6% | -3.2% | +1.6% | +2.0% |
| 6M | +6.5% | +0.9% | +5.6% | +4.6% |
| YTD | +16.5% | +11.3% | +5.2% | +1.4% |
| 1Y | +19.3% | +14.0% | +5.3% | +0.9% |
| 3Y | +61.3% | +75.8% | -14.5% | -18.7% |
| 5Y | +63.3% | +57.8% | +5.5% | -5.7% |
| 10Y | +208.3% | +219.8% | -11.5% | -21.8% |
| All | +208.3% | +223.7% | -15.4% | -21.8% |
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 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