-100.0%
RBNE vs VT
+46.4%
-146.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.6% | -4.9% | +1.9% |
| 7D | -15.2% | +0.4% | -15.6% | -14.4% |
| 30D | -94.3% | -2.6% | -91.7% | -94.6% |
| 3M | -94.6% | -3.2% | -91.4% | -95.1% |
| 6M | -99.3% | +0.9% | -100.3% | -99.3% |
| YTD | -99.7% | +11.3% | -111.0% | -99.6% |
| 1Y | -99.8% | +14.0% | -113.8% | -99.8% |
| All | -100.0% | +46.4% | -146.4% | -99.9% |
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