+525.6%
RBCAA price history and return analytics
+356.5%
+169.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +0.4% | +2.4% | -2.0% | -2.0% |
| 30D | +0.5% | -1.5% | +2.0% | +1.8% |
| 3M | -6.4% | -4.1% | -2.3% | -2.8% |
| 6M | +21.6% | +0.6% | +21.1% | +19.7% |
| YTD | +34.7% | +11.0% | +23.7% | +19.4% |
| 1Y | +39.7% | +13.3% | +26.3% | +21.2% |
| 3Y | +115.6% | +73.4% | +42.2% | +21.5% |
| 5Y | +87.9% | +57.4% | +30.5% | +14.1% |
| 10Y | +233.5% | +221.7% | +11.8% | -1.3% |
| All | +525.6% | +356.5% | +169.1% | +31.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling