-100.0%
RUBI vs VT
+26.4%
-126.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.4% |
| 7D | -2.2% | +1.0% | -3.2% | -2.5% |
| 30D | -21.8% | -0.2% | -21.5% | -21.8% |
| 3M | -86.4% | +4.5% | -90.9% | -86.7% |
| 6M | -99.3% | +14.1% | -113.3% | -99.3% |
| YTD | -99.9% | +14.8% | -114.7% | -99.9% |
| 1Y | -100.0% | +21.2% | -121.2% | -100.0% |
| All | -100.0% | +26.4% | -126.4% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling