+57.7%
RBKB price history and return analytics
+168.1%
-110.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.3% |
| 7D | +1.8% | -0.7% | +2.5% | +1.9% |
| 30D | +3.0% | -1.7% | +4.8% | +3.4% |
| 3M | +6.3% | -2.3% | +8.6% | +6.7% |
| 6M | +15.3% | +1.5% | +13.8% | +14.8% |
| YTD | +54.1% | +12.0% | +42.1% | +49.7% |
| 1Y | +89.2% | +12.9% | +76.3% | +83.4% |
| 3Y | +185.9% | +74.9% | +110.9% | +148.6% |
| 5Y | +71.3% | +59.9% | +11.4% | +52.6% |
| All | +57.7% | +168.1% | -110.5% | +25.2% |
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