-6.7%
RONB price history and return analytics
+14.1%
-20.8%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.0% |
| 7D | -1.2% | -0.1% | -1.1% | -1.1% |
| 30D | -1.3% | -0.7% | -0.6% | -0.7% |
| 3M | -2.3% | +4.0% | -6.3% | -4.5% |
| 6M | -3.7% | +12.3% | -16.0% | -11.1% |
| YTD | -6.4% | +14.0% | -20.4% | -14.8% |
| All | -6.7% | +14.1% | -20.8% | -15.4% |
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