-59.9%
RBLY price history and return analytics
+23.6%
-83.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | 0.0% |
| 7D | +2.9% | -1.1% | +4.0% | +4.1% |
| 30D | +19.1% | -1.0% | +20.1% | +20.3% |
| 3M | -0.8% | +3.2% | -3.9% | -4.2% |
| 6M | -31.0% | +12.5% | -43.5% | -40.9% |
| YTD | -46.7% | +14.1% | -60.7% | -54.5% |
| 1Y | -64.2% | +18.9% | -83.1% | -70.5% |
| All | -59.9% | +23.6% | -83.5% | -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 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