+306.5%
IVV vs RBA
+224.6%
+81.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.7% | +0.7% |
| 7D | -2.7% | +4.3% | -7.0% | -3.8% |
| 30D | -5.4% | +16.3% | -21.7% | -9.2% |
| 3M | -4.1% | +1.3% | -5.4% | -4.7% |
| 6M | +0.7% | -11.1% | +11.8% | +2.8% |
| YTD | +8.7% | -8.5% | +17.2% | +9.6% |
| 1Y | +11.0% | -2.1% | +13.1% | +9.7% |
| 3Y | +75.4% | +44.6% | +30.9% | +53.7% |
| 5Y | +68.3% | +36.8% | +31.5% | +46.4% |
| All | +306.5% | +224.6% | +81.9% | +160.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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