+40.8%
RBB vs VT
+164.3%
-123.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | -0.2% |
| 7D | +0.7% | -2.3% | +3.0% | +3.0% |
| 30D | +0.1% | -5.0% | +5.0% | +5.2% |
| 3M | -3.5% | -4.9% | +1.4% | +1.3% |
| 6M | +7.2% | -1.5% | +8.7% | +8.0% |
| YTD | +28.0% | +8.5% | +19.5% | +16.1% |
| 1Y | +39.9% | +11.4% | +28.6% | +23.3% |
| 3Y | +108.3% | +70.1% | +38.2% | +17.2% |
| 5Y | +12.4% | +53.7% | -41.3% | -29.3% |
| All | +40.8% | +164.3% | -123.5% | -47.1% |
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