+189.6%
RBA vs VO
+192.5%
-2.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.6% |
| 7D | -1.1% | +0.6% | -1.7% | -1.5% |
| 30D | -13.2% | -1.1% | -12.2% | -12.6% |
| 3M | -21.4% | +4.5% | -25.9% | -23.9% |
| 6M | -20.9% | +11.1% | -31.9% | -26.8% |
| YTD | -19.9% | +13.5% | -33.4% | -26.9% |
| 1Y | -28.7% | +14.5% | -43.2% | -35.3% |
| 3Y | +27.4% | +58.1% | -30.7% | -8.8% |
| 5Y | +41.7% | +43.3% | -1.5% | +7.9% |
| 10Y | +189.6% | +193.2% | -3.6% | +22.0% |
| All | +189.6% | +192.5% | -2.9% | +22.0% |
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