-31.8%
ROBN vs VT
+30.4%
-62.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -2.2% |
| 7D | -11.9% | -0.1% | -11.7% | -9.7% |
| 30D | -47.5% | -3.1% | -44.5% | -34.5% |
| 3M | -37.3% | -3.5% | -33.8% | -16.3% |
| 6M | -19.8% | +0.5% | -20.2% | -13.1% |
| YTD | -70.9% | +10.8% | -81.7% | -80.2% |
| 1Y | -81.7% | +11.9% | -93.6% | -87.8% |
| All | -31.8% | +30.4% | -62.2% | -67.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling