-77.7%
RBLU vs VT
+35.0%
-112.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.6% | +7.0% | +2.2% |
| 7D | +41.9% | +0.4% | +41.5% | +41.5% |
| 30D | +5.3% | -2.6% | +7.9% | +17.1% |
| 3M | +57.0% | -3.2% | +60.3% | +78.6% |
| 6M | -4.0% | +0.9% | -4.9% | -1.8% |
| YTD | -80.8% | +11.3% | -92.1% | -84.9% |
| 1Y | -89.6% | +14.0% | -103.6% | -92.3% |
| All | -77.7% | +35.0% | -112.7% | -88.9% |
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