+68.7%
RBLX vs VLTO
+56.4%
+12.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.6% | -3.6% | -3.2% |
| 7D | +1.2% | +1.0% | +0.2% | +0.9% |
| 30D | +5.0% | +17.5% | -12.5% | -2.1% |
| 3M | +31.5% | +21.4% | +10.1% | +20.7% |
| 6M | +18.9% | +38.1% | -19.2% | +2.7% |
| YTD | -38.4% | +19.0% | -57.4% | -43.5% |
| 1Y | -50.7% | +20.7% | -71.4% | -55.1% |
| 3Y | +28.8% | +64.3% | -35.5% | -2.4% |
| All | +68.7% | +56.4% | +12.3% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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