+58.8%
RRBI vs VT
+21.4%
+37.4%
-9.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | +3.0% | +1.0% | +1.9% | +2.6% |
| 30D | +3.0% | -0.2% | +3.2% | +3.1% |
| 3M | +13.5% | +4.5% | +9.0% | +11.6% |
| 6M | +19.4% | +14.1% | +5.3% | +11.2% |
| YTD | +45.2% | +14.8% | +30.4% | +33.1% |
| 1Y | +58.8% | +21.2% | +37.6% | +36.2% |
| All | +58.8% | +21.4% | +37.4% | +36.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling