+213.0%
VT vs RBA
+229.0%
-16.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.7% | -4.0% |
| 7D | -4.2% | +7.3% | -11.5% | -5.9% |
| 30D | -5.8% | +16.9% | -22.7% | -9.6% |
| 3M | -5.2% | -0.5% | -4.7% | -5.4% |
| 6M | +0.1% | -10.4% | +10.5% | +2.0% |
| YTD | +8.2% | -7.2% | +15.5% | +8.7% |
| 1Y | +10.1% | -2.2% | +12.4% | +9.0% |
| 3Y | +69.7% | +43.7% | +25.9% | +49.7% |
| 5Y | +53.4% | +38.7% | +14.7% | +33.8% |
| All | +213.0% | +229.0% | -16.0% | +104.7% |
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