-94.7%
RBLU vs VT
+20.4%
-115.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | +0.4% |
| 7D | +16.4% | -0.1% | +16.5% | +16.6% |
| 30D | +40.8% | -0.7% | +41.4% | +43.2% |
| 3M | -18.4% | +4.0% | -22.4% | -26.1% |
| 6M | -68.2% | +12.3% | -80.5% | -77.6% |
| YTD | -83.5% | +14.0% | -97.6% | -88.2% |
| 1Y | -94.7% | +20.3% | -115.0% | -96.6% |
| All | -94.7% | +20.4% | -115.1% | -96.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling