-100.0%
RUBI price history and return analytics
+24.6%
-124.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | -9.3% | -2.0% | -7.3% | -8.7% |
| 30D | -26.9% | -1.4% | -25.4% | -26.6% |
| 3M | -85.9% | +4.7% | -90.6% | -86.2% |
| 6M | -99.2% | +11.4% | -110.6% | -99.2% |
| YTD | -99.9% | +13.1% | -113.0% | -99.9% |
| 1Y | -100.0% | +19.0% | -119.0% | -100.0% |
| All | -100.0% | +24.6% | -124.6% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling