+46.2%
RBRK vs VYM
+17.8%
+28.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -3.3% | -7.8% | -7.9% |
| 7D | -20.9% | -3.0% | -17.8% | -18.1% |
| 30D | -15.9% | +0.9% | -16.8% | -15.4% |
| 3M | +24.7% | -2.7% | +27.4% | +29.1% |
| 6M | +85.1% | +3.4% | +81.7% | +82.8% |
| YTD | +38.3% | +13.3% | +24.9% | +23.4% |
| 1Y | +46.2% | +17.0% | +29.1% | +24.9% |
| All | +46.2% | +17.8% | +28.4% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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