-81.7%
ROBN vs VT
+12.5%
-94.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -2.3% |
| 7D | -11.9% | -0.1% | -11.7% | -9.6% |
| 30D | -47.5% | -3.1% | -44.5% | -34.8% |
| 3M | -37.3% | -3.5% | -33.8% | -17.0% |
| 6M | -19.8% | +0.5% | -20.2% | -12.1% |
| YTD | -70.9% | +10.8% | -81.7% | -80.6% |
| 1Y | -81.7% | +11.9% | -93.6% | -88.4% |
| All | -81.7% | +12.5% | -94.2% | -88.4% |
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 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