+43.1%
ROBO price history and return analytics
+69.4%
-26.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -4.1% | -3.8% | -1.7% |
| 7D | -11.6% | -4.2% | -7.5% | -5.6% |
| 30D | -17.5% | -5.8% | -11.7% | -9.4% |
| 3M | -18.4% | -5.2% | -13.2% | -11.1% |
| 6M | -16.4% | +0.1% | -16.6% | -15.4% |
| YTD | -0.7% | +8.2% | -8.9% | -9.7% |
| 1Y | +0.2% | +10.1% | -10.0% | -11.0% |
| All | +43.1% | +69.4% | -26.2% | -30.9% |
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