-97.1%
REBN vs VT
+87.4%
-184.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | 0.0% | -5.9% | -5.9% |
| 7D | -11.9% | +0.4% | -12.4% | -12.5% |
| 30D | -20.7% | +1.0% | -21.7% | -21.5% |
| 3M | -38.0% | +2.4% | -40.4% | -39.3% |
| 6M | -34.7% | +12.0% | -46.7% | -42.2% |
| YTD | -25.5% | +15.3% | -40.8% | -36.0% |
| 1Y | -54.7% | +22.6% | -77.3% | -63.3% |
| 3Y | -77.6% | +74.7% | -152.3% | -86.5% |
| All | -97.1% | +87.4% | -184.6% | -98.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling