-100.0%
RUBI vs VT
+22.3%
-122.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.3% | -8.6% | -8.7% |
| 7D | -51.6% | +2.4% | -54.0% | -52.2% |
| 30D | -89.0% | -1.5% | -87.5% | -88.9% |
| 3M | -97.3% | -4.1% | -93.2% | -97.3% |
| 6M | -99.9% | +0.6% | -100.5% | -99.9% |
| YTD | -100.0% | +11.0% | -111.0% | -100.0% |
| 1Y | -100.0% | +13.3% | -113.3% | -100.0% |
| All | -100.0% | +22.3% | -122.3% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling