+194.7%
RBA vs VEU
+150.1%
+44.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.1% |
| 7D | -1.9% | +0.3% | -2.2% | -2.1% |
| 30D | -13.0% | +0.7% | -13.6% | -13.4% |
| 3M | -23.1% | +4.7% | -27.8% | -25.8% |
| 6M | -22.6% | +11.6% | -34.2% | -28.9% |
| YTD | -20.4% | +16.8% | -37.2% | -29.3% |
| 1Y | -29.6% | +24.9% | -54.5% | -40.5% |
| 3Y | +26.6% | +75.7% | -49.2% | -17.1% |
| 5Y | +38.2% | +56.1% | -17.9% | -1.7% |
| 10Y | +194.7% | +153.6% | +41.1% | +41.8% |
| All | +194.7% | +150.1% | +44.7% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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