-13.3%
VFC vs RBA
-28.4%
+15.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.1% |
| 7D | +0.8% | -1.1% | +1.9% | +1.3% |
| 30D | -11.9% | -13.2% | +1.3% | -7.0% |
| 3M | -20.2% | -21.4% | +1.2% | -13.0% |
| 6M | -23.0% | -20.9% | -2.1% | -16.6% |
| YTD | -26.2% | -19.9% | -6.4% | -21.3% |
| 1Y | -13.3% | -28.7% | +15.3% | -8.9% |
| All | -13.3% | -28.4% | +15.1% | -8.9% |
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