-72.8%
RTB vs VT
+224.5%
-297.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -11.9% | +0.4% | -12.4% | -12.6% |
| 30D | -32.3% | +1.0% | -33.2% | -33.2% |
| 3M | +215.2% | +2.4% | +212.8% | +209.2% |
| 6M | +106.9% | +12.0% | +94.9% | +79.2% |
| YTD | +104.3% | +15.3% | +88.9% | +71.2% |
| 1Y | +12.7% | +22.6% | -9.9% | -12.2% |
| 3Y | -96.9% | +74.7% | -171.6% | -98.5% |
| 5Y | -99.7% | +66.1% | -165.8% | -99.8% |
| All | -72.8% | +224.5% | -297.2% | -92.1% |
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