+157.6%
RLI price history and return analytics
+226.9%
-69.3%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.4% | -0.7% |
| 7D | -5.6% | -2.0% | -3.6% | -4.3% |
| 30D | -5.2% | -1.4% | -3.8% | -4.3% |
| 3M | +12.4% | +4.7% | +7.6% | +8.3% |
| 6M | +4.2% | +11.4% | -7.1% | -4.5% |
| YTD | -0.8% | +13.1% | -13.9% | -10.4% |
| 1Y | -0.9% | +19.0% | -19.9% | -14.2% |
| 3Y | +4.3% | +73.9% | -69.7% | -33.7% |
| 5Y | +45.9% | +65.4% | -19.5% | -4.5% |
| All | +157.6% | +226.9% | -69.3% | -3.2% |
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