+31.5%
RBA vs VEU
+77.5%
-46.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | 0.0% |
| 7D | -2.9% | +1.1% | -4.1% | -3.6% |
| 30D | -12.3% | +2.2% | -14.5% | -13.4% |
| 3M | -20.5% | +3.0% | -23.5% | -22.1% |
| 6M | -18.5% | +10.9% | -29.4% | -24.1% |
| YTD | -18.2% | +18.2% | -36.4% | -27.2% |
| 1Y | -27.5% | +28.3% | -55.8% | -39.2% |
| All | +31.5% | +77.5% | -46.0% | -16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling