+310.1%
RL price history and return analytics
+221.4%
+88.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.5% |
| 7D | +1.9% | +1.0% | +0.9% | +0.6% |
| 30D | -12.2% | -0.2% | -12.0% | -12.0% |
| 3M | -6.6% | +4.5% | -11.2% | -11.9% |
| 6M | +3.2% | +14.1% | -10.9% | -12.7% |
| YTD | -1.3% | +14.8% | -16.1% | -17.2% |
| 1Y | +13.6% | +21.2% | -7.6% | -10.9% |
| 3Y | +210.9% | +76.6% | +134.3% | +54.6% |
| 5Y | +246.9% | +66.6% | +180.3% | +88.7% |
| 10Y | +310.1% | +222.3% | +87.8% | +20.9% |
| All | +310.1% | +221.4% | +88.7% | +20.9% |
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