-80.5%
RBLU vs VOO
+33.1%
-113.6%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +3.3% |
| 7D | +16.7% | -2.0% | +18.7% | +23.1% |
| 30D | +49.2% | -1.7% | +50.9% | +56.1% |
| 3M | -10.8% | +4.7% | -15.5% | -22.2% |
| 6M | -63.4% | +12.6% | -75.9% | -74.1% |
| YTD | -83.3% | +11.8% | -95.0% | -87.5% |
| 1Y | -94.7% | +17.5% | -112.2% | -96.5% |
| All | -80.5% | +33.1% | -113.6% | -89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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