+18.0%
VTEB vs RBA
+206.5%
-188.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.8% | -3.4% | +0.3% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | -2.5% | -2.9% | +0.4% | -2.4% |
| 3M | -3.0% | -20.9% | +17.9% | -2.4% |
| 6M | -2.1% | -17.7% | +15.5% | -1.7% |
| YTD | -1.5% | -18.2% | +16.7% | -1.1% |
| 1Y | +0.2% | -29.1% | +29.3% | +0.9% |
| 3Y | +8.6% | +29.5% | -21.0% | +7.3% |
| 5Y | +1.2% | +40.2% | -39.0% | -0.5% |
| All | +18.0% | +206.5% | -188.4% | +12.2% |
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