-35.4%
RBLX vs VTV
+95.9%
-131.4%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.7% |
| 7D | +8.1% | -2.1% | +10.2% | +10.9% |
| 30D | +23.9% | -1.3% | +25.2% | +25.9% |
| 3M | +8.1% | +5.6% | +2.5% | +0.4% |
| 6M | -23.7% | +12.4% | -36.1% | -34.8% |
| YTD | -44.6% | +17.6% | -62.3% | -55.4% |
| 1Y | -66.2% | +23.5% | -89.7% | -74.5% |
| 3Y | +54.7% | +67.0% | -12.3% | -25.9% |
| 5Y | -48.9% | +80.5% | -129.5% | -76.1% |
| All | -35.4% | +95.9% | -131.4% | -73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 all: compounded portfolio wealth divided by compounded VTV 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…
all analysis · Full analysis span regression · 6 months rolling