+55.6%
VFC vs RBA
-2.0%
+57.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.1% | +2.4% | +3.5% |
| 7D | +21.5% | +12.7% | +8.8% | +15.7% |
| 30D | +46.7% | +15.5% | +31.1% | +38.0% |
| 3M | +38.4% | -14.0% | +52.4% | +46.9% |
| 6M | +15.2% | -8.8% | +24.0% | +18.5% |
| YTD | +17.8% | -6.9% | +24.7% | +13.8% |
| 1Y | +55.6% | -3.0% | +58.5% | +44.0% |
| All | +55.6% | -2.0% | +57.6% | +44.0% |
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