+40.7%
RBB vs VT
+163.7%
-123.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | +2.1% |
| 7D | -0.7% | -4.2% | +3.5% | +3.6% |
| 30D | -0.9% | -5.8% | +4.9% | +5.1% |
| 3M | -3.7% | -5.2% | +1.5% | +1.4% |
| 6M | +7.8% | +0.1% | +7.6% | +6.7% |
| YTD | +27.9% | +8.2% | +19.7% | +16.3% |
| 1Y | +39.2% | +10.1% | +29.0% | +24.1% |
| 3Y | +106.4% | +69.7% | +36.8% | +16.5% |
| 5Y | +12.3% | +53.4% | -41.0% | -29.2% |
| All | +40.7% | +163.7% | -123.0% | -47.0% |
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