-68.5%
RBBN price history and return analytics
+65.7%
-134.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.1% |
| 7D | 0.0% | -1.1% | +1.1% | +1.8% |
| 30D | -4.3% | -1.0% | -3.3% | -2.8% |
| 3M | -26.3% | +3.2% | -29.5% | -30.0% |
| 6M | -11.6% | +12.5% | -24.0% | -27.1% |
| YTD | -30.9% | +14.1% | -45.0% | -45.1% |
| 1Y | -49.5% | +18.9% | -68.4% | -62.6% |
| 3Y | -27.9% | +74.1% | -102.0% | -70.7% |
| All | -68.5% | +65.7% | -134.2% | -85.8% |
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