+560.2%
RBCAA vs VT
+374.2%
+186.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.4% | +1.4% |
| 7D | +2.0% | +0.4% | +1.6% | +1.5% |
| 30D | -3.5% | +1.0% | -4.4% | -4.5% |
| 3M | +15.7% | +2.4% | +13.3% | +12.2% |
| 6M | +39.0% | +12.0% | +27.0% | +22.9% |
| YTD | +42.2% | +15.3% | +26.8% | +21.8% |
| 1Y | +27.6% | +22.6% | +5.0% | +2.6% |
| 3Y | +134.2% | +74.7% | +59.5% | +31.5% |
| 5Y | +118.1% | +66.1% | +51.9% | +25.9% |
| 10Y | +296.1% | +225.0% | +71.1% | +16.4% |
| All | +560.2% | +374.2% | +186.0% | +34.2% |
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