-38.7%
RTB vs VT
+13.3%
-52.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.5% |
| 7D | -11.9% | -1.6% | -10.3% | -8.2% |
| 30D | -23.5% | -2.5% | -21.0% | -18.5% |
| 3M | -54.4% | -1.3% | -53.1% | -52.5% |
| 6M | +0.1% | +3.1% | -2.9% | -5.2% |
| YTD | +26.4% | +10.9% | +15.5% | +3.2% |
| All | -38.7% | +13.3% | -52.0% | -51.2% |
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