+13.3%
VT vs RBRK
+49.7%
-36.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | +2.4% | +3.9% | -1.6% | +2.1% |
| 30D | -1.5% | -3.5% | +2.0% | -1.3% |
| 3M | -4.1% | +4.6% | -8.7% | -4.4% |
| 6M | +0.6% | +84.7% | -84.2% | -3.0% |
| YTD | +11.0% | +43.7% | -32.6% | +7.1% |
| 1Y | +13.3% | +55.8% | -42.5% | +8.9% |
| All | +13.3% | +49.7% | -36.4% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBRK.
Daily Out/Under-Performance
Portfolio return minus RBRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBRK 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 RBRK 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