-30.4%
ROBN vs VT
+23.3%
-53.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.0% |
| 7D | +34.0% | +0.4% | +33.6% | +32.4% |
| 30D | +60.7% | +1.0% | +59.7% | +57.8% |
| 3M | +60.0% | +2.4% | +57.6% | +47.3% |
| 6M | +55.9% | +12.0% | +43.9% | -9.6% |
| YTD | -27.7% | +15.3% | -43.1% | -65.4% |
| 1Y | -30.4% | +22.6% | -53.0% | -74.9% |
| All | -30.4% | +23.3% | -53.7% | -74.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling