+152.7%
VMC vs RBA
+182.6%
-29.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.3% | -1.0% |
| 7D | -0.5% | -1.1% | +0.5% | -0.2% |
| 30D | -9.1% | -13.2% | +4.1% | -5.1% |
| 3M | -4.1% | -21.4% | +17.2% | +2.7% |
| 6M | -5.5% | -20.9% | +15.3% | +0.9% |
| YTD | -8.9% | -19.9% | +10.9% | -3.7% |
| 1Y | -12.9% | -28.7% | +15.7% | -4.6% |
| 3Y | +22.1% | +27.4% | -5.3% | +8.6% |
| 5Y | +52.7% | +41.7% | +11.0% | +26.3% |
| 10Y | +152.7% | +189.6% | -36.9% | +37.7% |
| All | +152.7% | +182.6% | -29.8% | +37.7% |
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