+23.6%
RBUF vs VT
+39.5%
-15.9%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -0.6% | -2.3% | +1.7% | +0.4% |
| 30D | -0.2% | -5.0% | +4.8% | +2.1% |
| 3M | -0.8% | -4.9% | +4.0% | +1.4% |
| 6M | +1.0% | -1.5% | +2.6% | +1.5% |
| YTD | +6.6% | +8.5% | -1.8% | +1.9% |
| 1Y | +7.8% | +11.4% | -3.5% | +1.6% |
| All | +23.6% | +39.5% | -15.9% | +3.2% |
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