+56.0%
ROBN vs VT
+35.0%
+21.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.5% | -7.3% | -5.0% |
| 7D | +25.1% | +1.0% | +24.1% | +20.2% |
| 30D | +47.1% | -0.2% | +47.4% | +54.7% |
| 3M | +60.4% | +4.5% | +55.9% | +29.1% |
| 6M | +64.6% | +14.1% | +50.5% | -14.9% |
| YTD | -33.4% | +14.8% | -48.2% | -64.8% |
| 1Y | -49.5% | +21.2% | -70.7% | -78.4% |
| All | +56.0% | +35.0% | +21.0% | -42.4% |
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 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