-46.2%
RBLX vs VIG
+63.0%
-109.3%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +0.2% |
| 7D | +5.1% | -1.1% | +6.1% | +6.9% |
| 30D | +28.0% | -2.7% | +30.8% | +34.0% |
| 3M | +4.6% | +2.5% | +2.1% | +0.2% |
| 6M | -24.7% | +9.2% | -33.9% | -35.2% |
| YTD | -43.8% | +9.8% | -53.7% | -52.0% |
| 1Y | -65.8% | +12.4% | -78.2% | -71.9% |
| 3Y | +59.4% | +55.9% | +3.5% | -30.8% |
| All | -46.2% | +63.0% | -109.3% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling