+4.8%
ROBO vs VT
+60.6%
-55.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -2.1% |
| 7D | -4.3% | -0.3% | -4.0% | -3.9% |
| 30D | -10.3% | -1.4% | -8.9% | -8.4% |
| 3M | -11.4% | -1.4% | -10.0% | -9.4% |
| 6M | -7.8% | +5.5% | -13.3% | -13.5% |
| YTD | +7.8% | +12.8% | -5.0% | -7.2% |
| 1Y | +10.0% | +15.4% | -5.4% | -8.1% |
| 3Y | +55.3% | +76.9% | -21.5% | -25.0% |
| 5Y | +4.8% | +60.4% | -55.6% | -42.1% |
| All | +4.8% | +60.6% | -55.8% | -42.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling