+2,289.5%
VTR vs RBA
+4,118.8%
-1,829.4%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.6% | +0.9% |
| 7D | +3.8% | +3.2% | +0.6% | +3.0% |
| 30D | +10.1% | +12.0% | -1.9% | +7.0% |
| 3M | -1.2% | +2.9% | -4.0% | -2.1% |
| 6M | +4.8% | -6.3% | +11.0% | +5.6% |
| YTD | +18.9% | -5.9% | +24.8% | +19.0% |
| 1Y | +21.8% | -3.9% | +25.7% | +21.1% |
| 3Y | +132.0% | +64.9% | +67.1% | +97.3% |
| 5Y | +94.7% | +48.5% | +46.2% | +66.1% |
| 10Y | +136.8% | +211.8% | -75.0% | +62.1% |
| All | +2,289.5% | +4,118.8% | -1,829.4% | +1,156.2% |
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