+67.8%
RBKB vs VT
+66.2%
+1.7%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.2% |
| 7D | +1.7% | +0.4% | +1.3% | +1.7% |
| 30D | +5.4% | +1.0% | +4.5% | +5.3% |
| 3M | +9.7% | +2.4% | +7.3% | +9.4% |
| 6M | +8.9% | +12.0% | -3.1% | +7.5% |
| YTD | +49.0% | +15.3% | +33.7% | +46.6% |
| 1Y | +31.7% | +22.6% | +9.1% | +28.6% |
| 3Y | +161.1% | +74.7% | +86.4% | +148.3% |
| All | +67.8% | +66.2% | +1.7% | +57.1% |
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 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