-99.6%
RBNE vs VT
+51.7%
-151.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +1.5% | +0.4% | +1.1% | +2.5% |
| 30D | +9.9% | +1.0% | +8.9% | +12.2% |
| 3M | -82.9% | +2.4% | -85.3% | -82.0% |
| 6M | -93.2% | +12.0% | -105.2% | -90.9% |
| YTD | -93.9% | +15.3% | -109.3% | -91.1% |
| 1Y | -98.1% | +22.6% | -120.7% | -95.8% |
| All | -99.6% | +51.7% | -151.3% | -97.5% |
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