-48.9%
RBLX vs VUG
+74.2%
-123.2%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.6% |
| 7D | +8.1% | -1.9% | +10.0% | +11.2% |
| 30D | +23.9% | -1.6% | +25.5% | +26.7% |
| 3M | +8.1% | +4.4% | +3.8% | +1.0% |
| 6M | -23.7% | +13.2% | -36.9% | -37.6% |
| YTD | -44.6% | +7.5% | -52.1% | -50.5% |
| 1Y | -66.2% | +12.5% | -78.7% | -71.9% |
| 3Y | +54.7% | +86.0% | -31.3% | -47.8% |
| 5Y | -48.9% | +76.5% | -125.4% | -77.7% |
| All | -48.9% | +74.2% | -123.2% | -77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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