+54.9%
ROBO vs VT
+73.6%
-18.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -3.5% | -1.6% | -1.9% | -1.1% |
| 30D | -10.1% | -2.5% | -7.6% | -6.4% |
| 3M | -8.3% | -1.3% | -7.0% | -6.1% |
| 6M | -9.1% | +3.1% | -12.2% | -12.1% |
| YTD | +7.4% | +10.9% | -3.5% | -6.0% |
| 1Y | +7.2% | +12.1% | -4.8% | -7.4% |
| All | +54.9% | +73.6% | -18.7% | -28.1% |
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