+125.8%
VGT vs RBA
+29.1%
+96.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | +0.3% |
| 7D | +1.8% | -1.1% | +2.9% | +2.1% |
| 30D | -0.3% | -13.2% | +12.9% | +3.3% |
| 3M | +3.4% | -21.4% | +24.7% | +8.9% |
| 6M | +35.0% | -20.9% | +55.9% | +41.7% |
| YTD | +28.8% | -19.9% | +48.6% | +34.0% |
| 1Y | +38.0% | -28.7% | +66.7% | +48.9% |
| 3Y | +125.8% | +27.4% | +98.4% | +111.9% |
| All | +125.8% | +29.1% | +96.7% | +111.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling