+115.0%
RRBI vs VT
+148.6%
-33.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +2.6% | +0.4% | +2.1% | +2.2% |
| 30D | +2.3% | +1.0% | +1.4% | +1.4% |
| 3M | +14.8% | +2.4% | +12.5% | +11.7% |
| 6M | +14.6% | +12.0% | +2.6% | +2.3% |
| YTD | +45.5% | +15.3% | +30.2% | +26.1% |
| 1Y | +59.3% | +22.6% | +36.7% | +30.2% |
| 3Y | +119.8% | +74.7% | +45.2% | +29.7% |
| 5Y | +111.6% | +66.1% | +45.4% | +29.5% |
| All | +115.0% | +148.6% | -33.7% | -20.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling