+224.7%
RBA vs VO
+206.8%
+17.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.7% | -0.3% | +0.4% |
| 7D | +2.5% | -0.1% | +2.6% | +2.5% |
| 30D | +11.6% | +0.5% | +11.1% | +11.1% |
| 3M | +1.5% | -1.0% | +2.5% | +2.2% |
| 6M | -6.6% | +6.4% | -13.1% | -10.9% |
| YTD | -6.3% | +13.6% | -19.8% | -14.6% |
| 1Y | -4.0% | +14.5% | -18.4% | -12.9% |
| 3Y | +47.3% | +67.2% | -20.0% | +1.2% |
| 5Y | +47.7% | +36.1% | +11.6% | +16.9% |
| 10Y | +224.7% | +199.3% | +25.4% | +29.9% |
| All | +224.7% | +206.8% | +17.9% | +29.9% |
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