+1,162.4%
VST vs RBA
+225.5%
+936.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.4% | -2.2% |
| 7D | -6.0% | +3.2% | -9.2% | -7.0% |
| 30D | -18.8% | +12.0% | -30.8% | -21.7% |
| 3M | -8.0% | +2.9% | -10.9% | -9.4% |
| 6M | -10.9% | -6.3% | -4.7% | -10.3% |
| YTD | -18.3% | -5.9% | -12.4% | -18.3% |
| 1Y | -29.9% | -3.9% | -26.0% | -30.4% |
| 3Y | +290.3% | +64.9% | +225.4% | +226.8% |
| 5Y | +635.3% | +48.5% | +586.8% | +519.1% |
| 10Y | +1,162.4% | +211.8% | +950.6% | +664.0% |
| All | +1,162.4% | +225.5% | +936.9% | +664.0% |
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