+68.7%
RBKB price history and return analytics
+58.5%
+10.2%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -1.3% |
| 7D | +0.6% | +2.9% | -2.3% | +0.3% |
| 30D | +1.6% | -2.5% | +4.1% | +1.8% |
| 3M | +2.5% | -3.3% | +5.8% | +2.9% |
| 6M | +13.1% | +1.5% | +11.6% | +12.9% |
| YTD | +52.0% | +11.4% | +40.7% | +50.0% |
| 1Y | +88.4% | +11.9% | +76.5% | +85.7% |
| 3Y | +182.0% | +73.9% | +108.1% | +168.6% |
| 5Y | +68.7% | +57.9% | +10.8% | +56.0% |
| All | +68.7% | +58.5% | +10.2% | +56.0% |
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