+227.6%
ROBO price history and return analytics
+267.7%
-40.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -0.1% | +0.4% | -0.5% | -0.6% |
| 30D | -4.5% | +1.0% | -5.5% | -5.6% |
| 3M | -9.0% | +2.4% | -11.4% | -11.1% |
| 6M | +7.0% | +12.0% | -5.0% | -5.6% |
| YTD | +16.2% | +15.3% | +0.9% | -0.9% |
| 1Y | +28.1% | +22.6% | +5.5% | +1.9% |
| 3Y | +48.6% | +74.7% | -26.0% | -20.7% |
| 5Y | +17.1% | +66.1% | -49.0% | -32.9% |
| 10Y | +203.6% | +225.0% | -21.4% | -12.9% |
| All | +227.6% | +267.7% | -40.1% | -16.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling