+122.8%
VTR vs RBA
+204.3%
-81.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.4% |
| 7D | +0.7% | -0.5% | +1.2% | +0.8% |
| 30D | +6.9% | +6.8% | +0.1% | +4.7% |
| 3M | +1.3% | +9.5% | -8.1% | -1.7% |
| 6M | +2.5% | -8.2% | +10.7% | +4.0% |
| YTD | +18.0% | -7.7% | +25.7% | +18.5% |
| 1Y | +19.5% | -6.9% | +26.4% | +19.5% |
| 3Y | +130.2% | +61.6% | +68.6% | +85.7% |
| 5Y | +93.8% | +44.7% | +49.1% | +58.3% |
| All | +122.8% | +204.3% | -81.5% | +15.2% |
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