+0.8%
RSBT vs VT
+84.6%
-83.8%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +0.1% | +1.0% | -0.9% | -0.3% |
| 30D | +2.4% | -0.2% | +2.6% | +2.5% |
| 3M | 0.0% | +4.5% | -4.6% | -2.0% |
| 6M | -0.1% | +14.1% | -14.2% | -5.7% |
| YTD | +6.8% | +14.8% | -7.9% | +0.8% |
| 1Y | +17.3% | +21.2% | -3.9% | +8.3% |
| 3Y | +13.3% | +76.6% | -63.2% | -8.2% |
| All | +0.8% | +84.6% | -83.8% | -18.8% |
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