+5.2%
VUG vs RBRK
+62.9%
-57.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.1% | -0.6% | +1.3% |
| 7D | -3.0% | -12.5% | +9.5% | -1.6% |
| 30D | -6.4% | -3.0% | -3.4% | -6.2% |
| 3M | -3.2% | +46.9% | -50.1% | -7.8% |
| 6M | +3.1% | +105.4% | -102.3% | -6.1% |
| YTD | +6.3% | +55.6% | -49.3% | -1.5% |
| 1Y | +5.2% | +63.9% | -58.7% | -2.4% |
| All | +5.2% | +62.9% | -57.7% | -2.4% |
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