-41.4%
RTB vs VT
+10.7%
-52.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -4.1% | -5.9% | 0.0% |
| 7D | -25.0% | -4.2% | -20.8% | -16.5% |
| 30D | -31.8% | -5.8% | -26.0% | -20.8% |
| 3M | -64.8% | -5.2% | -59.5% | -59.5% |
| 6M | -15.6% | +0.1% | -15.7% | -14.3% |
| YTD | +6.2% | +8.2% | -2.0% | -8.8% |
| 1Y | -41.4% | +10.1% | -51.5% | -50.7% |
| All | -41.4% | +10.7% | -52.1% | -50.7% |
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