+355.9%
RL price history and return analytics
+217.6%
+138.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.9% |
| 7D | +1.3% | -0.1% | +1.5% | +1.8% |
| 30D | +7.6% | -3.1% | +10.7% | +12.3% |
| 3M | -1.5% | -3.5% | +2.0% | +3.2% |
| 6M | +12.1% | +0.5% | +11.6% | +11.4% |
| YTD | +13.9% | +10.8% | +3.1% | +0.1% |
| 1Y | +20.7% | +11.9% | +8.8% | +4.7% |
| 3Y | +260.6% | +73.0% | +187.6% | +83.9% |
| 5Y | +248.9% | +58.6% | +190.2% | +101.3% |
| 10Y | +355.9% | +219.2% | +136.7% | +27.4% |
| All | +355.9% | +217.6% | +138.3% | +27.4% |
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