+373.0%
RL price history and return analytics
+223.7%
+149.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.6% | +3.2% | +2.5% |
| 7D | +0.2% | +0.4% | -0.1% | +0.1% |
| 30D | +7.3% | -2.6% | +9.9% | +11.3% |
| 3M | +1.0% | -3.2% | +4.3% | +5.5% |
| 6M | +11.8% | +0.9% | +10.8% | +10.4% |
| YTD | +13.6% | +11.3% | +2.3% | -0.8% |
| 1Y | +24.0% | +14.0% | +10.0% | +5.1% |
| 3Y | +256.6% | +75.8% | +180.7% | +78.2% |
| 5Y | +240.2% | +57.8% | +182.4% | +97.4% |
| 10Y | +373.0% | +219.8% | +153.2% | +35.9% |
| All | +373.0% | +223.7% | +149.3% | +35.9% |
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