-28.3%
ROBN vs VT
+31.0%
-59.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.6% | +3.1% | -8.9% |
| 7D | -3.2% | +0.4% | -3.5% | -3.7% |
| 30D | -44.8% | -2.6% | -42.2% | -33.0% |
| 3M | -32.4% | -3.2% | -29.2% | -11.2% |
| 6M | -15.6% | +0.9% | -16.6% | -11.2% |
| YTD | -69.4% | +11.3% | -80.7% | -79.8% |
| 1Y | -79.2% | +14.0% | -93.2% | -87.5% |
| All | -28.3% | +31.0% | -59.3% | -66.9% |
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 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