+44.4%
RBB price history and return analytics
+177.9%
-133.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.4% |
| 7D | -1.9% | -1.1% | -0.8% | -0.8% |
| 30D | -2.8% | -1.0% | -1.8% | -1.9% |
| 3M | +9.0% | +3.2% | +5.9% | +5.3% |
| 6M | +28.7% | +12.5% | +16.3% | +13.0% |
| YTD | +31.3% | +14.1% | +17.3% | +13.4% |
| 1Y | +39.3% | +18.9% | +20.4% | +15.1% |
| 3Y | +115.2% | +74.1% | +41.1% | +19.0% |
| 5Y | +28.0% | +66.9% | -38.9% | -26.0% |
| All | +44.4% | +177.9% | -133.4% | -48.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling