+114.5%
RRBI vs VT
+147.4%
-32.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.2% |
| 7D | +3.0% | +1.0% | +1.9% | +2.0% |
| 30D | +3.0% | -0.2% | +3.2% | +3.2% |
| 3M | +13.5% | +4.5% | +9.0% | +8.4% |
| 6M | +19.4% | +14.1% | +5.3% | +4.8% |
| YTD | +45.2% | +14.8% | +30.4% | +26.3% |
| 1Y | +58.8% | +21.2% | +37.6% | +31.1% |
| 3Y | +123.6% | +76.6% | +47.0% | +30.6% |
| 5Y | +115.2% | +66.6% | +48.6% | +31.2% |
| All | +114.5% | +147.4% | -32.9% | -20.1% |
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 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