-32.2%
ROBN vs VT
+27.6%
-59.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.2% | +6.3% | +5.2% |
| 7D | -11.1% | -2.3% | -8.8% | +3.4% |
| 30D | -48.5% | -5.0% | -43.6% | -27.8% |
| 3M | -32.5% | -4.9% | -27.6% | -1.8% |
| 6M | -24.4% | -1.5% | -22.9% | -8.0% |
| YTD | -71.1% | +8.5% | -79.5% | -77.8% |
| 1Y | -79.4% | +11.4% | -90.8% | -85.8% |
| All | -32.2% | +27.6% | -59.8% | -63.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling