+228.8%
VTV vs RBA
+207.2%
+21.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | 0.0% |
| 7D | +2.9% | +1.7% | +1.2% | +2.5% |
| 30D | +3.8% | +8.3% | -4.6% | +1.8% |
| 3M | +1.6% | +10.5% | -9.0% | -1.0% |
| 6M | +11.2% | -5.9% | +17.1% | +11.8% |
| YTD | +22.0% | -6.9% | +28.9% | +22.3% |
| 1Y | +24.9% | -4.9% | +29.7% | +24.5% |
| 3Y | +78.5% | +64.5% | +14.0% | +54.0% |
| 5Y | +77.8% | +46.1% | +31.7% | +54.4% |
| All | +228.8% | +207.2% | +21.6% | +113.2% |
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