+1,112.0%
VST vs RBA
+224.6%
+887.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.3% | +11.9% | +10.9% |
| 7D | -9.8% | +4.3% | -14.1% | -11.1% |
| 30D | -25.1% | +16.3% | -41.5% | -28.8% |
| 3M | -11.6% | +1.3% | -12.9% | -12.6% |
| 6M | -20.9% | -11.1% | -9.9% | -19.1% |
| YTD | -22.3% | -8.5% | -13.8% | -21.7% |
| 1Y | -32.0% | -2.1% | -29.9% | -33.0% |
| 3Y | +262.4% | +44.6% | +217.8% | +214.8% |
| 5Y | +563.4% | +36.8% | +526.5% | +473.5% |
| All | +1,112.0% | +224.6% | +887.5% | +626.0% |
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