+83.1%
VSH vs RBA
-4.2%
+87.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.4% | +11.0% | +12.8% |
| 7D | +3.5% | +2.5% | +1.0% | +2.8% |
| 30D | -22.4% | +11.6% | -34.0% | -25.0% |
| 3M | -25.2% | +1.5% | -26.7% | -24.6% |
| 6M | -22.5% | -6.6% | -15.9% | -19.2% |
| YTD | +84.2% | -6.3% | +90.5% | +74.2% |
| All | +83.1% | -4.2% | +87.3% | +69.8% |
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