+112.0%
RRBI price history and return analytics
+145.8%
-33.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | -0.9% | -0.1% | -0.7% | -0.7% |
| 30D | +1.2% | -0.7% | +1.9% | +1.8% |
| 3M | +12.3% | +4.0% | +8.3% | +7.8% |
| 6M | +17.5% | +12.3% | +5.2% | +4.6% |
| YTD | +43.5% | +14.0% | +29.5% | +25.6% |
| 1Y | +59.3% | +20.3% | +39.0% | +32.4% |
| 3Y | +121.0% | +75.4% | +45.6% | +29.8% |
| 5Y | +112.6% | +66.0% | +46.6% | +30.1% |
| All | +112.0% | +145.8% | -33.8% | -20.5% |
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