+8.2%
RBRK vs VSH
+118.1%
-109.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.4% | -2.8% | +1.2% |
| 7D | +0.7% | +4.1% | -3.4% | +0.3% |
| 30D | +10.4% | -4.2% | +14.6% | +10.6% |
| 3M | +21.6% | -50.0% | +71.6% | +29.1% |
| 6M | +70.7% | +80.2% | -9.5% | +43.8% |
| YTD | +22.5% | +121.1% | -98.6% | -5.9% |
| 1Y | +8.2% | +112.0% | -103.8% | -13.5% |
| All | +8.2% | +118.1% | -109.9% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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