+69.2%
VTRS vs RBA
-26.5%
+95.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | +3.3% | -2.9% | +6.2% | +3.7% |
| 30D | -3.6% | -12.3% | +8.7% | -1.8% |
| 3M | +7.0% | -20.5% | +27.5% | +10.0% |
| 6M | +17.5% | -18.5% | +36.0% | +20.0% |
| YTD | +38.8% | -18.2% | +57.0% | +42.6% |
| 1Y | +69.2% | -27.5% | +96.7% | +78.4% |
| All | +69.2% | -26.5% | +95.7% | +78.4% |
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