-77.9%
RBLU vs VT
+35.1%
-113.0%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.0% | -2.9% |
| 7D | +15.7% | +2.9% | +12.8% | +7.3% |
| 30D | -1.6% | -2.5% | +0.9% | +9.4% |
| 3M | +76.1% | -3.3% | +79.4% | +101.3% |
| 6M | -3.3% | +1.5% | -4.9% | -2.5% |
| YTD | -81.0% | +11.4% | -92.4% | -85.0% |
| 1Y | -89.1% | +11.9% | -101.0% | -91.5% |
| All | -77.9% | +35.1% | -113.0% | -89.1% |
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 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