-40.1%
RTB vs VT
+10.5%
-50.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +1.6% |
| 7D | -18.1% | -2.3% | -15.7% | -13.3% |
| 30D | -27.9% | -5.0% | -22.9% | -18.0% |
| 3M | -61.8% | -4.9% | -56.9% | -56.5% |
| 6M | -13.6% | -1.5% | -12.1% | -8.3% |
| YTD | +8.6% | +8.5% | +0.1% | -7.8% |
| 1Y | -40.1% | +11.4% | -51.5% | -51.2% |
| All | -40.1% | +10.5% | -50.6% | -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