+45.1%
ROBN price history and return analytics
+33.0%
+12.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | +1.2% |
| 7D | -17.8% | -2.0% | -15.8% | -7.6% |
| 30D | +33.9% | -1.4% | +35.4% | +51.0% |
| 3M | +44.7% | +4.7% | +40.0% | +16.4% |
| 6M | +47.5% | +11.4% | +36.1% | -12.3% |
| YTD | -38.0% | +13.1% | -51.1% | -64.3% |
| 1Y | -53.1% | +19.0% | -72.2% | -77.7% |
| All | +45.1% | +33.0% | +12.1% | -41.6% |
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