+2,273.4%
VTR vs RBA
+3,565.6%
-1,292.2%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.1% |
| 7D | -1.7% | -2.9% | +1.3% | -1.0% |
| 30D | -2.4% | -12.3% | +9.9% | +0.7% |
| 3M | +14.8% | -20.5% | +35.3% | +20.8% |
| 6M | +5.3% | -18.5% | +23.9% | +9.9% |
| YTD | +18.1% | -18.2% | +36.3% | +22.5% |
| 1Y | +36.7% | -27.5% | +64.2% | +45.9% |
| 3Y | +130.1% | +38.1% | +92.0% | +104.4% |
| 5Y | +89.5% | +44.8% | +44.7% | +62.3% |
| 10Y | +87.4% | +187.1% | -99.8% | +31.2% |
| All | +2,273.4% | +3,565.6% | -1,292.2% | +1,194.0% |
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