+426.5%
RBA vs VT
+345.0%
+81.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.7% | +2.5% |
| 7D | +7.3% | -4.2% | +11.5% | +10.4% |
| 30D | +16.9% | -5.8% | +22.7% | +21.7% |
| 3M | -0.5% | -5.2% | +4.7% | +3.1% |
| 6M | -10.4% | +0.1% | -10.5% | -10.9% |
| YTD | -7.2% | +8.2% | -15.5% | -12.6% |
| 1Y | -2.2% | +10.1% | -12.4% | -9.0% |
| 3Y | +43.7% | +69.7% | -25.9% | -1.4% |
| 5Y | +38.7% | +53.4% | -14.7% | +1.6% |
| 10Y | +231.7% | +219.2% | +12.5% | +47.2% |
| All | +426.5% | +345.0% | +81.6% | +94.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling