-55.6%
REBN vs VT
+69.7%
-125.4%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.3% |
| 7D | -23.9% | -2.3% | -21.6% | -21.5% |
| 30D | -41.0% | -5.0% | -36.0% | -36.9% |
| 3M | -9.7% | -4.9% | -4.8% | -3.5% |
| 6M | -50.0% | -1.5% | -48.5% | -48.7% |
| YTD | -18.8% | +8.5% | -27.3% | -26.4% |
| 1Y | -24.8% | +11.4% | -36.2% | -33.8% |
| 3Y | -55.6% | +70.1% | -125.7% | -76.8% |
| All | -55.6% | +69.7% | -125.4% | -76.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling