+418.5%
RJF price history and return analytics
+226.9%
+191.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -0.1% |
| 7D | -4.2% | -2.0% | -2.2% | -1.8% |
| 30D | -3.6% | -1.4% | -2.2% | -1.9% |
| 3M | +15.6% | +4.7% | +10.9% | +8.7% |
| 6M | +17.6% | +11.4% | +6.2% | +1.8% |
| YTD | +9.2% | +13.1% | -3.8% | -7.2% |
| 1Y | +5.5% | +19.0% | -13.5% | -16.1% |
| 3Y | +70.3% | +73.9% | -3.6% | -17.2% |
| 5Y | +106.0% | +65.4% | +40.6% | +8.0% |
| All | +418.5% | +226.9% | +191.6% | +14.6% |
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