+32.4%
VTR vs RBA
-29.4%
+61.8%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.5% |
| 7D | -2.9% | -1.9% | -1.0% | -2.8% |
| 30D | -2.8% | -13.0% | +10.2% | -2.3% |
| 3M | +9.0% | -23.1% | +32.1% | +10.0% |
| 6M | +5.0% | -22.6% | +27.5% | +5.5% |
| YTD | +16.9% | -20.4% | +37.3% | +18.2% |
| All | +32.4% | -29.4% | +61.8% | +30.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling