+44.1%
RBA vs VT
+53.4%
-9.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.6% | -1.5% |
| 7D | +4.3% | -2.3% | +6.6% | +5.9% |
| 30D | +16.3% | -5.0% | +21.3% | +20.5% |
| 3M | +1.3% | -4.9% | +6.2% | +4.8% |
| 6M | -11.1% | -1.5% | -9.5% | -10.5% |
| YTD | -8.5% | +8.5% | -16.9% | -14.4% |
| 1Y | -2.1% | +11.4% | -13.5% | -10.3% |
| 3Y | +44.6% | +70.1% | -25.5% | -4.2% |
| All | +44.1% | +53.4% | -9.3% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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