+294.5%
VTI vs RBA
+195.3%
+99.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 7D | -2.0% | -3.3% | +1.3% | -1.1% |
| 30D | -1.9% | -9.8% | +7.8% | +0.7% |
| 3M | +4.5% | -23.5% | +28.0% | +11.6% |
| 6M | +12.6% | -21.5% | +34.1% | +19.2% |
| YTD | +12.0% | -21.2% | +33.2% | +17.9% |
| 1Y | +17.3% | -30.2% | +47.5% | +27.6% |
| 3Y | +75.3% | +25.3% | +50.0% | +59.4% |
| 5Y | +74.0% | +35.1% | +38.9% | +50.6% |
| All | +294.5% | +195.3% | +99.3% | +153.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling