+63.4%
VSH vs RBA
-2.0%
+65.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.1% | -7.1% | -5.6% |
| 7D | -13.6% | +12.7% | -26.3% | -16.8% |
| 30D | -30.4% | +15.5% | -45.9% | -33.7% |
| 3M | -33.3% | -14.0% | -19.2% | -27.5% |
| 6M | -15.1% | -8.8% | -6.2% | -10.6% |
| YTD | +80.2% | -6.9% | +87.1% | +74.2% |
| 1Y | +63.4% | -3.0% | +66.3% | +52.4% |
| All | +63.4% | -2.0% | +65.4% | +52.4% |
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