-80.6%
RBLU vs VT
+39.2%
-119.8%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.5% | +7.3% | +8.2% |
| 7D | +21.3% | +1.0% | +20.3% | +18.0% |
| 30D | +36.5% | -0.2% | +36.8% | +37.4% |
| 3M | -14.7% | +4.5% | -19.3% | -24.0% |
| 6M | -68.7% | +14.1% | -82.8% | -78.7% |
| YTD | -83.3% | +14.8% | -98.1% | -88.4% |
| 1Y | -94.3% | +21.2% | -115.5% | -96.6% |
| All | -80.6% | +39.2% | -119.8% | -91.5% |
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