+54.8%
RBA vs VLTO
+54.8%
0.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.5% |
| 7D | +4.3% | +5.4% | -1.1% | +2.2% |
| 30D | +16.3% | +22.3% | -6.0% | +7.6% |
| 3M | +1.3% | +19.6% | -18.3% | -5.6% |
| 6M | -11.1% | +35.2% | -46.2% | -21.2% |
| YTD | -8.5% | +17.9% | -26.3% | -14.5% |
| 1Y | -2.1% | +19.5% | -21.6% | -9.2% |
| 3Y | +44.6% | +73.9% | -29.4% | +25.0% |
| All | +54.8% | +54.8% | 0.0% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 5y: compounded portfolio wealth divided by compounded VLTO 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…
5y analysis · Full analysis span regression · 6 months rolling