+160.5%
VEA vs RBA
+207.2%
-46.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | +2.3% | +1.7% | +0.5% | +1.9% |
| 30D | +0.2% | +8.3% | -8.1% | -1.7% |
| 3M | -5.3% | +10.5% | -15.9% | -7.7% |
| 6M | -0.9% | -5.9% | +4.9% | -0.4% |
| YTD | +12.2% | -6.9% | +19.1% | +12.5% |
| 1Y | +16.1% | -4.9% | +21.0% | +15.8% |
| 3Y | +73.0% | +64.5% | +8.5% | +49.3% |
| 5Y | +53.7% | +46.1% | +7.6% | +33.7% |
| All | +160.5% | +207.2% | -46.7% | +75.8% |
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