+947.7%
VTI vs RBA
+3,174.7%
-2,227.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | -0.7% | +0.6% | -1.3% | -0.9% |
| 30D | -1.9% | +9.0% | -10.9% | -4.3% |
| 3M | -1.4% | +7.2% | -8.6% | -3.6% |
| 6M | +3.5% | -7.8% | +11.2% | +4.7% |
| YTD | +12.6% | -6.4% | +18.9% | +12.8% |
| 1Y | +12.7% | -4.2% | +16.9% | +12.2% |
| 3Y | +78.8% | +64.1% | +14.8% | +51.7% |
| 5Y | +67.2% | +48.4% | +18.8% | +42.1% |
| 10Y | +293.9% | +209.9% | +84.0% | +161.1% |
| All | +947.7% | +3,174.7% | -2,227.0% | +269.8% |
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