+62.9%
RBA vs VICR
+352.1%
-289.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.6% | -1.4% |
| 7D | -0.5% | +21.9% | -22.5% | -1.2% |
| 30D | +6.8% | -38.4% | +45.2% | +8.4% |
| 3M | +9.5% | -27.2% | +36.6% | +9.8% |
| 6M | -8.2% | -43.7% | +35.5% | -7.4% |
| YTD | -7.7% | +50.3% | -58.0% | -13.0% |
| 1Y | -6.9% | +74.6% | -81.5% | -13.1% |
| All | +62.9% | +352.1% | -289.2% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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