-100.0%
RUBI vs VT
+25.6%
-125.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -4.9% |
| 7D | -6.7% | -0.1% | -6.6% | -6.6% |
| 30D | -25.1% | -0.7% | -24.4% | -25.0% |
| 3M | -86.3% | +4.0% | -90.3% | -86.6% |
| 6M | -99.3% | +12.3% | -111.6% | -99.3% |
| YTD | -99.9% | +14.0% | -113.9% | -99.9% |
| 1Y | -100.0% | +20.3% | -120.3% | -100.0% |
| All | -100.0% | +25.6% | -125.6% | -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