+395.3%
VSH vs RBA
+3,565.6%
-3,170.3%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.3% | +4.1% | +4.3% |
| 7D | +4.1% | -2.9% | +7.0% | +5.2% |
| 30D | -4.2% | -12.3% | +8.1% | +0.3% |
| 3M | -50.0% | -20.5% | -29.4% | -45.8% |
| 6M | +80.2% | -18.5% | +98.7% | +93.3% |
| YTD | +121.1% | -18.2% | +139.3% | +135.7% |
| 1Y | +112.0% | -27.5% | +139.5% | +136.0% |
| 3Y | +22.5% | +38.1% | -15.5% | +6.9% |
| 5Y | +64.0% | +44.8% | +19.2% | +36.0% |
| 10Y | +170.4% | +187.1% | -16.8% | +68.6% |
| All | +395.3% | +3,565.6% | -3,170.3% | +54.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling