+1,216.9%
VST vs RBA
+185.0%
+1,031.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | +8.9% | -2.9% | +11.8% | +9.9% |
| 30D | +6.2% | -12.3% | +18.5% | +10.3% |
| 3M | -2.7% | -20.5% | +17.8% | +3.5% |
| 6M | -8.4% | -18.5% | +10.2% | -3.3% |
| YTD | -7.2% | -18.2% | +11.0% | -2.7% |
| 1Y | -20.9% | -27.5% | +6.6% | -14.1% |
| 3Y | +384.0% | +38.1% | +345.9% | +328.3% |
| 5Y | +757.1% | +44.8% | +712.3% | +628.6% |
| All | +1,216.9% | +185.0% | +1,031.8% | +715.6% |
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