+211.8%
RBA vs VO
+197.4%
+14.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +3.2% | -0.2% | +3.4% | +3.3% |
| 30D | +12.0% | +0.5% | +11.5% | +11.6% |
| 3M | +2.9% | -1.1% | +4.0% | +3.6% |
| 6M | -6.3% | +6.4% | -12.6% | -10.5% |
| YTD | -5.9% | +13.5% | -19.4% | -14.2% |
| 1Y | -3.9% | +13.6% | -17.5% | -12.4% |
| 3Y | +64.9% | +65.2% | -0.3% | +14.5% |
| 5Y | +48.5% | +37.7% | +10.7% | +16.5% |
| 10Y | +211.8% | +198.4% | +13.4% | +25.2% |
| All | +211.8% | +197.4% | +14.4% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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