+11.2%
RBRK vs VIG
+13.0%
-1.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.3% | -3.5% |
| 7D | -7.5% | -1.1% | -6.4% | -6.1% |
| 30D | -10.4% | -2.7% | -7.7% | -6.8% |
| 3M | +21.3% | +2.5% | +18.7% | +17.7% |
| 6M | +50.6% | +9.2% | +41.4% | +32.9% |
| YTD | +13.3% | +9.8% | +3.5% | -0.7% |
| 1Y | +11.2% | +12.4% | -1.1% | -3.3% |
| All | +11.2% | +13.0% | -1.8% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling