+60.6%
VNQ vs RBA
+195.3%
-134.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.6% |
| 7D | -2.6% | -3.3% | +0.7% | -1.8% |
| 30D | -2.3% | -9.8% | +7.4% | +0.2% |
| 3M | -2.8% | -23.5% | +20.7% | +3.4% |
| 6M | +2.5% | -21.5% | +24.0% | +8.2% |
| YTD | +8.4% | -21.2% | +29.6% | +13.7% |
| 1Y | +6.8% | -30.2% | +37.0% | +15.5% |
| 3Y | +29.9% | +25.3% | +4.6% | +18.0% |
| 5Y | +7.2% | +35.1% | -27.9% | -7.1% |
| All | +60.6% | +195.3% | -134.6% | +4.5% |
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