+319.7%
RL price history and return analytics
+221.8%
+97.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.8% |
| 7D | +2.6% | +2.4% | +0.2% | -0.4% |
| 30D | +2.9% | -1.5% | +4.4% | +5.2% |
| 3M | 0.0% | -4.1% | +4.1% | +5.7% |
| 6M | +17.1% | +0.6% | +16.6% | +16.2% |
| YTD | +10.1% | +11.0% | -0.9% | -3.6% |
| 1Y | +17.3% | +13.3% | +4.0% | +0.1% |
| 3Y | +249.3% | +73.4% | +175.9% | +77.5% |
| 5Y | +240.9% | +57.4% | +183.5% | +98.3% |
| All | +319.7% | +221.8% | +97.9% | +9.8% |
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