+938.9%
VTI vs RBA
+3,156.9%
-2,218.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.7% |
| 7D | +2.5% | +1.7% | +0.8% | +2.1% |
| 30D | -1.5% | +8.3% | -9.9% | -3.8% |
| 3M | -3.2% | +10.5% | -13.7% | -6.1% |
| 6M | +2.3% | -5.9% | +8.2% | +2.9% |
| YTD | +11.6% | -6.9% | +18.5% | +12.1% |
| 1Y | +13.8% | -4.9% | +18.6% | +13.5% |
| 3Y | +77.4% | +64.5% | +13.0% | +50.4% |
| 5Y | +64.6% | +46.1% | +18.5% | +40.5% |
| 10Y | +290.6% | +208.2% | +82.3% | +159.2% |
| All | +938.9% | +3,156.9% | -2,218.0% | +267.2% |
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 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