+43.4%
ROBN price history and return analytics
+34.2%
+9.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -6.3% |
| 7D | -15.3% | -1.1% | -14.2% | -9.7% |
| 30D | +30.7% | -1.0% | +31.7% | +43.3% |
| 3M | +25.8% | +3.2% | +22.6% | +9.4% |
| 6M | +45.1% | +12.5% | +32.6% | -18.8% |
| YTD | -38.8% | +14.1% | -52.9% | -66.6% |
| 1Y | -54.0% | +18.9% | -72.9% | -78.0% |
| All | +43.4% | +34.2% | +9.1% | -45.3% |
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 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