-76.3%
RBBN vs VT
+221.8%
-298.0%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.8% |
| 7D | +8.9% | +2.4% | +6.5% | +5.5% |
| 30D | +0.7% | -1.5% | +2.2% | +3.4% |
| 3M | -30.3% | -4.1% | -26.2% | -25.5% |
| 6M | -43.5% | +0.6% | -44.0% | -43.3% |
| YTD | -49.0% | +11.0% | -60.0% | -56.0% |
| 1Y | -51.6% | +13.3% | -65.0% | -59.5% |
| 3Y | -25.4% | +73.4% | -98.8% | -64.1% |
| 5Y | -76.3% | +57.4% | -133.7% | -86.6% |
| All | -76.3% | +221.8% | -298.0% | -94.5% |
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