+123.8%
RBCAA vs VT
+66.2%
+57.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.4% | +1.4% |
| 7D | +2.0% | +0.4% | +1.6% | +1.7% |
| 30D | -3.5% | +1.0% | -4.4% | -4.1% |
| 3M | +15.7% | +2.4% | +13.3% | +13.4% |
| 6M | +39.0% | +12.0% | +27.0% | +27.7% |
| YTD | +42.2% | +15.3% | +26.8% | +27.7% |
| 1Y | +27.6% | +22.6% | +5.0% | +9.5% |
| 3Y | +134.2% | +74.7% | +59.5% | +58.5% |
| All | +123.8% | +66.2% | +57.6% | +56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling