+1,224.7%
RLI price history and return analytics
+355.4%
+869.2%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.8% | +1.7% |
| 7D | +3.0% | -0.1% | +3.2% | +3.0% |
| 30D | +23.6% | -3.1% | +26.7% | +26.0% |
| 3M | +8.6% | -3.5% | +12.1% | +10.9% |
| 6M | +47.0% | +0.5% | +46.6% | +44.9% |
| YTD | +13.0% | +10.8% | +2.2% | +3.1% |
| 1Y | +21.2% | +11.9% | +9.3% | +9.6% |
| 3Y | +16.3% | +73.0% | -56.7% | -24.9% |
| 5Y | +55.7% | +58.6% | -2.9% | +5.5% |
| 10Y | +245.3% | +219.2% | +26.1% | +38.5% |
| All | +1,224.7% | +355.4% | +869.2% | +343.9% |
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 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