+306.7%
RBCAA price history and return analytics
+229.8%
+76.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.8% |
| 7D | -0.5% | -1.1% | +0.6% | +0.5% |
| 30D | -0.9% | -1.0% | +0.1% | 0.0% |
| 3M | +11.5% | +3.2% | +8.3% | +7.7% |
| 6M | +43.4% | +12.5% | +30.9% | +26.7% |
| YTD | +41.4% | +14.1% | +27.3% | +22.9% |
| 1Y | +28.1% | +18.9% | +9.2% | +6.6% |
| 3Y | +138.6% | +74.1% | +64.5% | +35.7% |
| 5Y | +125.2% | +66.9% | +58.3% | +31.8% |
| All | +306.7% | +229.8% | +76.9% | +16.3% |
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