-35.5%
RBLX vs VUG
+114.4%
-150.0%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +4.1% |
| 7D | +10.2% | +0.9% | +9.3% | +8.7% |
| 30D | +18.6% | -1.4% | +20.0% | +21.1% |
| 3M | +6.0% | +2.3% | +3.6% | +2.0% |
| 6M | -29.5% | +15.7% | -45.1% | -44.3% |
| YTD | -44.7% | +8.6% | -53.3% | -51.4% |
| 1Y | -65.1% | +14.1% | -79.2% | -71.7% |
| 3Y | +54.5% | +87.9% | -33.4% | -48.9% |
| 5Y | -46.3% | +76.3% | -122.6% | -77.0% |
| All | -35.5% | +114.4% | -150.0% | -83.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling