+209.9%
RBA vs RVTY
+219.6%
-9.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | +0.6% | -0.7% | +1.4% | +0.7% |
| 30D | +9.0% | +1.7% | +7.2% | +8.1% |
| 3M | +7.2% | +36.8% | -29.6% | -2.6% |
| 6M | -7.8% | +60.1% | -67.9% | -20.3% |
| YTD | -6.4% | +64.0% | -70.3% | -20.1% |
| 1Y | -4.2% | +68.2% | -72.4% | -18.9% |
| 3Y | +64.1% | +88.8% | -24.7% | +29.4% |
| 5Y | +48.4% | -10.5% | +58.9% | +45.8% |
| 10Y | +209.9% | +219.7% | -9.8% | +98.7% |
| All | +209.9% | +219.6% | -9.6% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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