+116.2%
RBB price history and return analytics
+72.7%
+43.5%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.9% |
| 7D | 0.0% | -2.0% | +2.0% | +1.9% |
| 30D | -1.5% | -1.4% | -0.1% | -0.3% |
| 3M | +9.6% | +4.7% | +4.8% | +4.5% |
| 6M | +27.8% | +11.4% | +16.5% | +13.9% |
| YTD | +32.0% | +13.1% | +18.9% | +15.5% |
| 1Y | +42.4% | +19.0% | +23.4% | +17.5% |
| All | +116.2% | +72.7% | +43.5% | -8.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling