+213.7%
VT vs RBA
+224.6%
-10.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.6% | +0.6% |
| 7D | -2.3% | +4.3% | -6.6% | -3.3% |
| 30D | -5.0% | +16.3% | -21.3% | -8.6% |
| 3M | -4.9% | +1.3% | -6.2% | -5.5% |
| 6M | -1.5% | -11.1% | +9.5% | +0.4% |
| YTD | +8.5% | -8.5% | +16.9% | +9.3% |
| 1Y | +11.4% | -2.1% | +13.5% | +10.2% |
| 3Y | +70.1% | +44.6% | +25.5% | +49.8% |
| 5Y | +53.7% | +36.8% | +16.9% | +34.5% |
| All | +213.7% | +224.6% | -10.9% | +105.9% |
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