+383.5%
V vs RBA
+185.7%
+197.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.1% |
| 7D | -1.7% | -2.9% | +1.2% | -0.9% |
| 30D | +2.0% | -12.3% | +14.3% | +5.5% |
| 3M | +17.4% | -20.5% | +37.9% | +24.1% |
| 6M | +17.5% | -18.5% | +36.0% | +23.1% |
| YTD | +7.6% | -18.2% | +25.8% | +12.2% |
| 1Y | +7.7% | -27.5% | +35.2% | +16.1% |
| 3Y | +54.7% | +38.1% | +16.6% | +36.7% |
| 5Y | +73.0% | +44.8% | +28.3% | +46.3% |
| All | +383.5% | +185.7% | +197.8% | +203.5% |
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