+701.9%
RL price history and return analytics
+360.7%
+341.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -2.6% |
| 7D | -4.4% | -0.7% | -3.7% | -3.5% |
| 30D | +5.6% | -1.7% | +7.3% | +7.9% |
| 3M | -0.6% | -2.3% | +1.7% | +2.1% |
| 6M | +15.5% | +1.5% | +13.9% | +13.6% |
| YTD | +12.3% | +12.0% | +0.3% | -0.5% |
| 1Y | +19.3% | +12.9% | +6.4% | +4.9% |
| 3Y | +255.5% | +74.9% | +180.6% | +98.6% |
| 5Y | +247.1% | +59.9% | +187.1% | +118.0% |
| 10Y | +346.0% | +224.6% | +121.4% | +41.2% |
| All | +701.9% | +360.7% | +341.2% | +82.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling