-96.5%
RTB price history and return analytics
+409.2%
-505.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -0.5% | -21.8% | -22.0% |
| 7D | -28.4% | +1.0% | -29.4% | -28.8% |
| 30D | -47.7% | -0.2% | -47.5% | -47.6% |
| 3M | +122.8% | +4.5% | +118.3% | +118.7% |
| 6M | +63.1% | +14.1% | +49.1% | +53.3% |
| YTD | +58.8% | +14.8% | +44.0% | +49.2% |
| 1Y | -15.3% | +21.2% | -36.5% | -22.2% |
| 3Y | -94.0% | +76.6% | -170.6% | -95.3% |
| 5Y | -99.7% | +66.6% | -166.3% | -99.8% |
| 10Y | -78.8% | +222.3% | -301.1% | -82.7% |
| All | -96.5% | +409.2% | -505.7% | -96.1% |
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