-60.3%
RBLY price history and return analytics
+22.5%
-82.8%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.8% |
| 7D | +5.7% | -2.0% | +7.7% | +7.9% |
| 30D | +16.5% | -1.4% | +17.9% | +18.2% |
| 3M | +1.6% | +4.7% | -3.2% | -3.7% |
| 6M | -30.0% | +11.4% | -41.3% | -39.4% |
| YTD | -47.2% | +13.1% | -60.2% | -54.5% |
| 1Y | -64.4% | +19.0% | -83.5% | -70.6% |
| All | -60.3% | +22.5% | -82.8% | -68.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling