-97.6%
RTB price history and return analytics
+381.4%
-478.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.0% |
| 7D | -18.1% | -2.3% | -15.7% | -16.8% |
| 30D | -27.9% | -5.0% | -22.9% | -25.5% |
| 3M | -61.8% | -4.9% | -56.9% | -60.5% |
| 6M | -13.6% | -1.5% | -12.1% | -12.0% |
| YTD | +8.6% | +8.5% | +0.1% | +5.7% |
| 1Y | -40.1% | +11.4% | -51.5% | -42.4% |
| 3Y | -91.0% | +70.1% | -161.1% | -92.7% |
| 5Y | -99.8% | +53.7% | -153.5% | -99.8% |
| 10Y | -90.3% | +220.0% | -310.3% | -91.5% |
| All | -97.6% | +381.4% | -478.9% | -97.2% |
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