+24.6%
VEA vs RBA
-30.1%
+54.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.3% | -1.1% |
| 7D | -2.1% | -3.3% | +1.2% | -1.7% |
| 30D | -1.1% | -9.8% | +8.7% | +0.1% |
| 3M | +5.1% | -23.5% | +28.5% | +7.7% |
| 6M | +9.8% | -21.5% | +31.3% | +11.6% |
| YTD | +15.9% | -21.2% | +37.1% | +17.3% |
| 1Y | +24.6% | -30.2% | +54.8% | +27.9% |
| All | +24.6% | -30.1% | +54.7% | +27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling