+444.2%
V vs RBA
+236.6%
+207.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -0.8% |
| 7D | -0.8% | +2.5% | -3.3% | -1.5% |
| 30D | +9.5% | +11.6% | -2.0% | +6.2% |
| 3M | +16.7% | +1.5% | +15.2% | +15.9% |
| 6M | +32.9% | -6.6% | +39.6% | +34.2% |
| YTD | +21.1% | -6.3% | +27.4% | +21.4% |
| 1Y | +26.6% | -4.0% | +30.6% | +26.1% |
| 3Y | +78.4% | +47.3% | +31.1% | +55.1% |
| 5Y | +105.5% | +47.7% | +57.8% | +74.1% |
| 10Y | +444.2% | +224.7% | +219.5% | +231.8% |
| All | +444.2% | +236.6% | +207.7% | +231.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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