+160.4%
VEA vs RBA
+204.3%
-43.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.4% |
| 7D | +1.8% | -0.5% | +2.4% | +1.9% |
| 30D | -0.9% | +6.8% | -7.7% | -2.5% |
| 3M | -5.0% | +9.5% | -14.5% | -7.2% |
| 6M | 0.0% | -8.2% | +8.2% | +1.1% |
| YTD | +12.2% | -7.7% | +19.9% | +12.7% |
| 1Y | +14.7% | -6.9% | +21.6% | +15.0% |
| 3Y | +73.2% | +61.6% | +11.5% | +50.1% |
| 5Y | +53.7% | +44.7% | +9.0% | +34.0% |
| All | +160.4% | +204.3% | -43.9% | +76.2% |
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