-91.1%
RTB price history and return analytics
+224.4%
-315.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -5.1% |
| 7D | -15.6% | -0.7% | -14.9% | -14.5% |
| 30D | -31.0% | -1.7% | -29.3% | -29.1% |
| 3M | -67.3% | -2.3% | -64.9% | -66.0% |
| 6M | -17.1% | +1.5% | -18.6% | -17.7% |
| YTD | -0.4% | +12.0% | -12.4% | -12.9% |
| 1Y | -43.1% | +12.9% | -55.9% | -50.6% |
| 3Y | -91.8% | +74.9% | -166.8% | -96.0% |
| 5Y | -99.8% | +59.9% | -159.7% | -99.9% |
| 10Y | -91.1% | +224.6% | -315.8% | -98.3% |
| All | -91.1% | +224.4% | -315.5% | -98.3% |
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