+209.9%
RBA vs VEU
+149.7%
+60.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.1% |
| 7D | +0.6% | -0.5% | +1.1% | +0.9% |
| 30D | +9.0% | -1.0% | +10.0% | +9.6% |
| 3M | +7.2% | -3.6% | +10.8% | +9.6% |
| 6M | -7.8% | -1.2% | -6.6% | -7.7% |
| YTD | -6.4% | +12.0% | -18.3% | -14.6% |
| 1Y | -4.2% | +13.9% | -18.1% | -13.7% |
| 3Y | +64.1% | +71.3% | -7.2% | +8.9% |
| 5Y | +48.4% | +50.3% | -1.9% | +8.0% |
| 10Y | +209.9% | +150.3% | +59.6% | +37.5% |
| All | +209.9% | +149.7% | +60.2% | +37.5% |
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