+112.2%
VSH vs RBA
-29.1%
+141.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.0% |
| 7D | +3.5% | -1.9% | +5.4% | +4.3% |
| 30D | -4.4% | -13.0% | +8.6% | +1.4% |
| 3M | -45.8% | -23.1% | -22.7% | -39.5% |
| 6M | +90.1% | -22.6% | +112.7% | +109.8% |
| YTD | +120.3% | -20.4% | +140.7% | +133.0% |
| 1Y | +112.2% | -29.6% | +141.8% | +140.8% |
| All | +112.2% | -29.1% | +141.3% | +140.8% |
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