+59.6%
VTRS vs RBRK
+124.5%
-64.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.3% | +0.9% |
| 7D | -2.2% | -7.5% | +5.3% | -1.8% |
| 30D | +3.3% | -10.4% | +13.7% | +3.8% |
| 3M | +2.0% | +21.3% | -19.3% | +0.6% |
| 6M | +19.9% | +50.6% | -30.7% | +16.2% |
| YTD | +35.7% | +13.3% | +22.4% | +33.1% |
| 1Y | +68.1% | +11.2% | +56.8% | +64.5% |
| All | +59.6% | +124.5% | -64.9% | +49.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling