-32.0%
VST vs RBA
-3.3%
-28.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.3% | +11.9% | +10.6% |
| 7D | -9.8% | +4.3% | -14.1% | -10.3% |
| 30D | -25.1% | +16.3% | -41.5% | -26.7% |
| 3M | -11.6% | +1.3% | -12.9% | -11.1% |
| 6M | -20.9% | -11.1% | -9.9% | -18.8% |
| YTD | -22.3% | -8.5% | -13.8% | -25.8% |
| 1Y | -32.0% | -2.1% | -29.9% | -36.3% |
| All | -32.0% | -3.3% | -28.7% | -36.3% |
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