-99.8%
RTB price history and return analytics
+58.5%
-158.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | +0.1% |
| 7D | -7.1% | +2.9% | -9.9% | -11.6% |
| 30D | -27.4% | -2.5% | -24.9% | -24.1% |
| 3M | -66.7% | -3.3% | -63.4% | -64.7% |
| 6M | -29.2% | +1.5% | -30.7% | -29.8% |
| YTD | -1.2% | +11.4% | -12.6% | -14.5% |
| 1Y | -52.1% | +11.9% | -64.0% | -58.8% |
| 3Y | -91.9% | +73.9% | -165.8% | -96.3% |
| 5Y | -99.8% | +57.9% | -157.7% | -99.9% |
| All | -99.8% | +58.5% | -158.3% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling