-61.0%
RBLY vs VT
+25.0%
-86.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +7.9% | +0.4% | +7.5% | +7.4% |
| 30D | +14.8% | +1.0% | +13.8% | +13.6% |
| 3M | -4.3% | +2.4% | -6.7% | -6.8% |
| 6M | -38.7% | +12.0% | -50.7% | -47.0% |
| YTD | -48.2% | +15.3% | -63.5% | -56.3% |
| 1Y | -64.4% | +22.6% | -87.0% | -71.5% |
| All | -61.0% | +25.0% | -86.1% | -69.5% |
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 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