+14.5%
RBB price history and return analytics
+58.5%
-44.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.7% |
| 7D | +1.3% | +2.9% | -1.6% | -1.3% |
| 30D | +1.9% | -2.5% | +4.5% | +4.1% |
| 3M | -4.1% | -3.3% | -0.8% | -1.4% |
| 6M | +11.9% | +1.5% | +10.4% | +9.7% |
| YTD | +29.6% | +11.4% | +18.2% | +15.9% |
| 1Y | +38.7% | +11.9% | +26.8% | +23.3% |
| 3Y | +111.0% | +73.9% | +37.2% | +23.1% |
| 5Y | +14.5% | +57.9% | -43.4% | -24.7% |
| All | +14.5% | +58.5% | -44.1% | -24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling