+85.9%
ROBT vs VT
+152.1%
-66.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.6% | +1.4% | +0.7% |
| 7D | -1.2% | +0.4% | -1.6% | -1.6% |
| 30D | -9.2% | -2.6% | -6.6% | -6.0% |
| 3M | -7.3% | -3.2% | -4.1% | -3.1% |
| 6M | -0.2% | +0.9% | -1.1% | -0.8% |
| YTD | +5.6% | +11.3% | -5.7% | -6.9% |
| 1Y | +3.3% | +14.0% | -10.7% | -11.5% |
| 3Y | +42.5% | +75.8% | -33.3% | -26.5% |
| 5Y | -3.6% | +57.8% | -61.5% | -42.7% |
| All | +85.9% | +152.1% | -66.2% | -31.7% |
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 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