+364.1%
RBA vs VT
+374.2%
-10.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -2.9% | +0.4% | -3.4% | -3.2% |
| 30D | -12.3% | +1.0% | -13.3% | -12.9% |
| 3M | -20.5% | +2.4% | -22.9% | -22.0% |
| 6M | -18.5% | +12.0% | -30.5% | -25.0% |
| YTD | -18.2% | +15.3% | -33.6% | -26.2% |
| 1Y | -27.5% | +22.6% | -50.1% | -37.3% |
| 3Y | +38.1% | +74.7% | -36.6% | -7.0% |
| 5Y | +44.8% | +66.1% | -21.3% | +0.5% |
| 10Y | +187.1% | +225.0% | -37.9% | +25.8% |
| All | +364.1% | +374.2% | -10.1% | +64.5% |
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