+728.4%
VGT vs RBA
+207.2%
+521.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.0% |
| 7D | +2.5% | +1.7% | +0.7% | +1.9% |
| 30D | -9.5% | +8.3% | -17.8% | -11.9% |
| 3M | -9.5% | +10.5% | -20.0% | -12.7% |
| 6M | -1.8% | -5.9% | +4.1% | -1.3% |
| YTD | +18.4% | -6.9% | +25.3% | +18.8% |
| 1Y | +18.7% | -4.9% | +23.6% | +18.2% |
| 3Y | +103.8% | +64.5% | +39.4% | +67.8% |
| 5Y | +104.4% | +46.1% | +58.3% | +69.8% |
| All | +728.4% | +207.2% | +521.2% | +406.7% |
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